Burt Asset Management, Inc.'s Form ADV discloses 1.00% on the first $1 million and 0.75% on assets above $1 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #125967), Burt Asset Management, Inc. is subject to fiduciary duty under federal law.
Burt Asset Management, Inc. serves 21 high-net-worth clients according to their SEC filing dated May 14, 2026. View client details ↓
According to their SEC Form ADV, Burt Asset Management, Inc. offers financial planning and portfolio management for individuals. View all service details ↓
Burt Asset Management, Inc. manages $117 million in client assets according to their SEC filing dated May 14, 2026.
According to their SEC Form ADV, Burt Asset Management, Inc. serves high-net-worth individuals. View client details ↓