Fees and Minimums

 

Fee Schedule
1.50%	On the first $500k
0.80%	On the next $250k
0.70%	On the next $1.25m
0.60%	On the next $4m
0.50%	On the next $4m
0.40%	On the Amount above $10M

 

Burt Wealth Advisors provides fee-only wealth management services to individuals, retirement plans, trusts, corporate accounts, and endowment funds, etc., with at least $1 million of investable assets. We have no incentive to select investments that pay commissions or to trade too actively in an account. We actively search and screen for low expense investments and do not sell any proprietary products. Fees are subject to a minimum fee of $937.50 per quarter