Berkshire Advisors, Inc.

Berkshire Advisors, Inc. provides discretionary asset management, financial planning, and institutional investment services to individuals, small businesses, retirement plans, trusts, and other entities. Like many independent advisers, the firm typically charges percentage-of-AUM fees and offers portfolio management using either customized allocations or the firm’s model portfolios.

The firm constructs portfolios using fundamental, quantitative and third‑party research and implements strategies across individual equities, fixed income, mutual funds, variable annuity sub‑accounts and, where appropriate, alternative or privately placed investments. It acts in a fiduciary capacity for retirement accounts, conducts periodic risk‑profile reviews, and uses a custodian platform for trade execution and fee billing.

Notable distinctions include an affiliation with the broker‑dealer Purshe Kaplan Sterling Investments: the firm’s principal serves as a registered representative and branch office manager and is licensed to sell life insurance, and the brochure discloses that registered representatives may receive commissions and 12b‑1 fees from insurance and brokerage products — a structure the firm identifies and discloses as a potential conflict of interest. The firm also reports an unusually high client load for a single adviser and provides institutional asset management and access to alternative/private investments, features that are uncommon for a solo independent RIA.