Matthew Berry
Matthew Berry is a registered investment advisor at Hershey Financial Advisers, LLC, based in Lancaster, PA, with 11 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 507 clients with $150M 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 $500K | 2.00% |
| $500K - $1.5M | 1.75% |
| $1.5M - $3.0M | 1.50% |
| $3M+ | 1.25% |
Fees are negotiable based on the scope, complexity, and time required. The schedule reflects the maximum annual fee rates for each tier.
Fee Estimator
Location
120 North Pointe Blvd, Suite 300, Lancaster, PA, 17601
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is a pastor at Lampeter Church of the Brethren. He also sells accident and health, life and fixed annuities, casualty and allied lines, and property and allied lines insurance.
Employment History
Current Registrations
Hershey Financial Advisers, LLC
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.
Exams
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