Burt Wealth Advisors
Assets Under Management
$876.2M
Number of Clients
395
Number of Advisors
9
Avg. Portfolio per Client
$2.2M
Avg. Managed per Advisor
$97.4M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Burt Wealth Advisors offers investment management services where they make investment decisions for you. They also provide financial planning and consulting services, covering retirement, tax, estate, and insurance planning. If you need extra planning help, Burt Wealth may charge an additional fee. Burt Wealth may recommend other professionals like attorneys or accountants, but you're free to choose your own. Burt Wealth uses mutual funds and ETFs to manage client assets.
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
Areas of Practice
Location
6116 Executive Blvd, Suite 500, North Bethesda, MD, 20852