Berkshire Financial Services LLC

Overview

Berkshire Financial Services LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm describes itself as a capital allocator and its primary advisory activity is the selection of other advisers, which indicates a manager-of-managers or sub‑adviser allocation model rather than delivering direct portfolio management across client accounts. Its fee arrangements are categorized as "other," suggesting nonstandard or customized billing arrangements rather than a plain assets‑under‑management fee schedule. The firm does not identify itself as an active ESG investor and is not set up as a multi‑state adviser. It is not positioned as a pension consultant and is not listed as a related adviser. An industry affiliation with an accountant is noted, implying accounting support or a referral/administrative relationship in the firm’s operating network.

Assets & Accounts

Investments & Alternatives

Location & Offices