Berkshire Asset Management offers portfolio management and investment advice to individuals, foundations, endowments, trusts, estates, corporations, and retirement plans. Berkshire tailors its services to meet each client's needs, focusing on their investment objectives and risk tolerance. Berkshire also participates in wrap fee programs, acting as a third-party money manager for clients of other firms. Berkshire offers two equity strategies: a Core Equity Strategy and a Dividend Equity Strategy, as well as taxable and tax-exempt fixed income strategies.
Assets Under Management$2.5B
Clients2,466
Advisors6
Avg. per Client$1M
Avg. per Advisor$420M
Fee Structure
Minimum Investment:$750K
Investment management only (planning not offered)
Minimum Annual Fee:$7,500
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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