Burt Asset Management provides continuous investment advice to individual clients based on their needs and investment goals. They determine these objectives through personal interviews and questionnaires, making adjustments as needed. Investments are typically made on a discretionary basis, focusing on individual securities and no-load mutual funds. Burt Asset Management also offers one-time investment consultations and financial planning services, including cash flow, insurance, business, tax, and estate planning.
Assets Under Management$110M
Clients76
AdvisorsN/A
Avg. per Client$1.4M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiable under special circumstances. Some clients prefer a fixed quarterly rate, which is also negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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