Allen Harris
Allen Harris is a registered investment advisor at Berkshire Money Management, INC., based in Dalton, MA, with 22 years of industry experience. Allen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 903 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.50% |
| $400K - $750K | 1.12% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M+ | 0.60% |
Fees and account minimums are negotiable based on factors such as level of service required and total assets managed. Employees receive advisory services free of charge.
Fee Estimator
Location
161 Main Street, Ste. 8, Dalton, MA, 01226
Get directionsHistory
Regulatory History (1)
Criminal
October 1994Employment History
Current Registrations
Berkshire Money Management, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.