Berkshire Money Management (BMM) provides investment advice and financial planning. BMM helps clients develop investment strategies and manages portfolios based on their goals. Financial planning covers areas like budgeting, education, tax, retirement, and investments. BMM may refer clients to third-party professionals for estate planning or social security planning.
Assets Under Management$1.1B
Clients858
Advisors10
Avg. per Client$1.3M
Avg. per Advisor$110M
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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