Areas of Practice
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% |
Subject to $3,750.00 minimum annual fee. Burt Wealth, in its sole discretion, may charge a lesser investment management fee or reduce its annual minimum fee based upon certain criteria.
Fee Estimator
Location
6116 Executive Blvd, Suite 500, North Bethesda, MD, 20852
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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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