Peter Coughlin is a registered investment advisor at Berkshire Money Management, INC., based in Dalton, MA, with 39 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 858 clients with $1.1B 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.12% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M+ | 0.60% |
Fees and account minimums are negotiable.
Fee Estimator
Location
161 Main Street, Dalton, MA, 01226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Peter is a limited partner with 25% ownership in Coughlin Family Limited Partnership since 1998. He devotes minimal time to this investment-related activity.
Employment History
Current Registrations
Berkshire Money Management, INC.
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
UBS Financial Services INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
Shearson Lehman Hutton INC.Broker
State Registrations1 state
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