Assets Under Management
$1.1B
Number of Clients
858
Number of Advisors
10
Average Client AUM
$1.3M
AUM per Advisor
$107.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Berkshire Money Management (BMM) provides portfolio management and financial planning services. They establish client goals through personal discussions and manage portfolios based on agreed-upon strategies. Financial planning addresses personal, education, tax, death & disability, retirement, and investment areas. BMM also offers consulting and college planning services.
| Assets Under Management | 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 based upon certain criteria.
161 Main Street, Dalton, MA, 01226