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 aboveĀ $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 based on their higher commissions or to trade too actively in an account. We do not sell any proprietary products.

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