WealthE provides:

  • Professional investment management
  • A diversified personal portfolio based on your risk profile and tax status
  • Monitoring and rebalancing your portfolio when needed
  • Tax-Loss Harvesting for non-retirement accounts with values of $50,000 or greater
  • A dedicated advisor to help you establish your personal financial goals

A free consultation with a WealthE representative will provide you with answers to questions you may have, such as security, account minimums ($5,000) and maximums ($250,000), adding to your portfolio, or access to your accounts. To set up an appointment with a financial advisor, complete the form on this page.

Simply fill out the form below to get started with WealthE and connect to a financial advisor.


We charge an investment management fee of only 0.60% annually.
No account fees, no trading fees and no commission fees. 

Clients of WealthE also have access to comprehensive financial planning at a fixed rate of $2,000 as well as personal advice on your specific questions at an hourly rate of $135 per hour (your first two hours are complimentary). WealthE provides extremely low cost investment management services from a partnership you can trust – Berkshire Money Management and Charles Schwab – with access to additional services when you want them.

Your needs may not be so complex that you require the full and comprehensive wealth management services of Berkshire Money Management. But you still require and deserve investment advice you can trust, and that is what we do for everybody. You may find that you need a more personal touch and we’ll be here for you if you need us.

For information more directly regarding Schwab’s Institutional Intelligent Portfolios™ program, please review the FAQ page:

Frequently Asked Questions