Berkshire Asset Management, LLC provides portfolio management and investment advisory services to individuals, foundations, endowments, trusts, estates, corporations, pension plans, exchange-traded funds, and private funds. The firm primarily implements equity strategies—such as core equity, dividend growth, and focused dividend strategies—as well as taxable and tax-exempt fixed income strategies. Berkshire Asset Management focuses on fundamental analysis, seeking to purchase sound businesses at reasonable prices and maintaining a constant focus on company fundamentals without market timing. In addition to managing separate accounts directly, Berkshire Asset Management participates in third-party wrap fee programs and unified managed account programs as a portfolio manager or model provider, and serves as an investment adviser and general partner to private pooled investment vehicles.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Schedule reflects equity and balanced accounts. Fixed income accounts have a separate schedule starting at 1.00% down to 0.50%. Fees are negotiable.