Burt Wealth Advisors offers investment advisory services where they manage your investments for a fee based on the value of your portfolio. They also offer financial planning and consulting services for a separate fee. Burt Wealth will determine your investment goals and allocate your assets accordingly, providing ongoing supervision. They may recommend other professionals like attorneys or accountants, but you are not obligated to use them. It's your responsibility to inform Burt Wealth of any changes in your financial situation or investment objectives.
Assets Under Management$880M
Clients395
Advisors9
Avg. per Client$2.2M
Avg. per Advisor$97M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,750
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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