Brendan Bullett
Brendan Bullett is a registered investment advisor at Berkshire Money Management, INC., based in Dalton, MA, with 23 years of industry experience. Brendan 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
Get directionsHistory
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 ActivitiesSells Insurance
Brendan sells fixed insurance as an agent under 'Mountain One Investments Group', dedicating minimal time. He is also a committee member for Mountain One Community Allocations Program and co-owns NAMB LLC, a restaurant, spending about 10-20% of his time on the restaurant.
Employment History
Current Registrations
Berkshire Money Management, INC.
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
True North Financial Services, INC.Broker
Commonwealth Financial NetworkBroker
Putnam Retail Management Limited PartnershipBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.