Allen Harris is a registered investment advisor at Berkshire Money Management, INC., based in Dalton, MA, with 21 years of industry experience. Allen 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
Fee-Only (% of Portfolio)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
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,375
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
161 Main Street, Ste. 8, Dalton, MA, 01226
Get directionsHistory
Regulatory History (1)
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Criminal
October 1994Final Disposition
Employment History
Current Registrations
Berkshire Money Management, INC.
April 2004 - Present · 22 yrs
State Registrations2 states
MATX
Advisor
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Exams
No exam information available for this advisor.