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John Freyberger Lutz

BERKSHIRE ADVISORS, INC.·WYOMISSING, Pennsylvania
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2240 RIDGEWOOD ROAD, WYOMISSING, PA 19610CRD# 847511Firm CRD# 122389
01

About

John Freyberger Lutz is a registered financial advisor based in WYOMISSING, Pennsylvania, affiliated with BERKSHIRE ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BERKSHIRE ADVISORS, INC.
BERKSHIRE ADVISORS, INC.
AUM
$97M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at BERKSHIRE ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: 401K
Regulatory
SEC/IARD CRD# 847511
Firm CRD# 122389
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Freyberger Lutz offer?
John Freyberger Lutz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WYOMISSING, Pennsylvania for a consultation.
What are John Freyberger Lutz's credentials?
John Freyberger Lutz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Freyberger Lutz located?
John Freyberger Lutz is based in WYOMISSING, Pennsylvania, working with BERKSHIRE ADVISORS, INC.. Their office serves clients in the WYOMISSING metropolitan area and surrounding communities.
How does John Freyberger Lutz charge for services?
John Freyberger Lutz's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: 401k. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BERKSHIRE ADVISORS, INC.?
BERKSHIRE ADVISORS, INC. has approximately 2 employees and manages $97M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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