Rachel Ames is a CFA-designated registered investment advisor at Berkshire Asset Management, LLC, based in Wilkes-Barre, PA, with 1 years of industry experience. Rachel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,466 clients with $2.5B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Schedule is for Equity and Balanced Accounts. Fees are negotiable. Fixed Income Only Accounts have a different schedule: First $5M: 0.50%, Next $5M: 0.40%, Over $10M: 0.25%.
Fee Estimator
Location
46 Public Square, Suite 700, Wilkes-Barre, PA, 18701-2609
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Berkshire Asset Management, LLC
State Registrations1 state
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