Berkshire Money Management, Inc. is a leading local investment advisory firm based out of Dalton, MA. With a total of 19 dedicated employees, 9 of whom provide investment advisory services, they strive to deliver exceptional financial management solutions. The firm's primary focus is on managing assets for high net worth individuals, with over 540 individual clients and an impressive $765,618,000 in assets under management.
Their team of experienced advisors, including Zachary Marcotte, Scott Little, and Allen Harris, boasts extensive industry knowledge and commitment to providing personalized investment strategies tailored to ea...
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Assets Under Mgmt
$765.62M
Investment Professionals
9
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other: CONSULTING, COLLEGE PLANNING
Disclosures
Found to have been involved in a violation of self-regulatory organizations rules
Disciplined by self-regulatory organization or commodities exchange
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