Berkshire Financial Services refers clients to wrap fee programs sponsored by UBS Financial Services, Inc. Berkshire receives a portion of the wrap fees as compensation. Jack W. Long, Jr., an owner of Long, Barrell & Co., Ltd. Certified Public Accountants, is also the president of Berkshire Financial Services. Most of Berkshire's clients are also clients of the CPA firm.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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