Berkshire Money Management is an investment advisory firm that helps individuals, families, and business owners manage their wealth and plan for the future. The firm offers continuous portfolio management, tailoring investments to each client's specific goals, risk tolerance, and personal values. In addition to managing investments, Berkshire Money Management provides comprehensive financial planning covering retirement, taxes, estate planning, education funding, and insurance analysis. Clients can also access specialized services such as college planning, tax preparation coordination, and trust solutions through independent third-party partners.
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.