Being a full service money management firm, a description of everything we can do for you is lengthy and can be, for the uninitiated, often times intimidating.
As such, please accept this brief and underwhelming description of what we do, and how we are compensated. To be sure, the simple description does not do our service justice, but is a good place for us to start our conversation: Berkshire Money Management is a professional investment team that monitors and manages your investment portfolio for you.
Your accounts remain in your name and you maintain control and access rights to the accounts. Berkshire Money Management simply receives your authorization to manage the portfolio for you.
We are hired by investors like you to help you make more money with your investments than you might otherwise make on your own, or with another advisor.
We are what is called a fee-only advisor. That means that we charge a small fee for our services (based upon assets under management and billed quarterly), but our fee grows as we make your portfolio grow; our interests are aligned.
We are committed to your success. We are devoted to your prosperity. We are Berkshire Money Management and we are here for you.
For more information on what we can do for you, contact us and we can send you additional literature and schedule an appointment with an investment representative.