David Kanter is a registered investment advisor at Burt Wealth Advisors, based in North Bethesda, MD, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 395 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 0.80% |
| $750K - $2.0M | 0.70% |
| $2.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Minimum annual fee of $3,750. Fees may be negotiable.
Fee Estimator
Location
6116 Executive Blvd, Suite 550, North Bethesda, MD, 20852
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is a partner and practicing attorney at Kanter & Wishnow, Chartered, providing general legal services including estate planning since 1975. He dedicates more than full-time hours to this business.
Employment History
Current Registrations
Burt Wealth Advisors
State Registrations1 state
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