TrueAdvisor
TrueAdvisor
AH
AH

Allen Pierre Harris

Berkshire Money Management, INC.
21 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEducation PlanningHigh Net Worth
Berkshire Money Management, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
858 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.75%
$250K - $500K1.50%
$500K - $750K1.12%
$750K - $1.0M1.00%
$1.0M - $2.5M0.80%
$2.5M+0.60%

Fees and account minimums are negotiable based upon certain criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$4,375

Location

161 Main Street, Ste. 8, Dalton, MA, 01226

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
October 1994
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Berkshire Money Management, INC.
April 2004 - Present · 21 yrs 10 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.