Berkshire Advisors, Inc.

Berkshire Advisors, Inc., established in 2022, is a Federal registered investment adviser offering asset management, financial planning, and institutional asset management services. The firm provides customized client portfolios based on individual risk profiles, utilizing third-party research for investment decisions. Clients can invest in individual stocks, bonds, mutual funds, and more. The minimum initial investment for the Advisory Account is typically $250,000, with subsequent investments starting at $1,000. Institutional and high net worth clients have different minimum asset levels. Fees are based on a percentage of assets under management, with a tiered fee structure. The firm acts as a fiduciary and offers discretionary investment management services, managing over $106 million in client assets as of December 2024. Investment strategies include a range of portfolios from conservative to aggressive growth, with a disciplined allocation process. Berkshire Advisors does not accept performance-based fees and provides detailed voting guidelines for client securities. The firm has no disciplinary history and maintains a Code of Ethics to ensure client interests are prioritized. Clients have access to financial planning services and regular account reviews. The firm's brokerage practices involve recommending Charles Schwab as the broker-dealer and custodian. Additional information can be found on the SEC's website.