Burt Wealth Advisors Fees & Minimum

Overview

Headquarters: North Bethesda, MD
Total Firm Assets: $876 million
Average High-Net-Worth Client Portfolio Size: $3.8 million

Fee Disclosure

Source: ADV PART 2A (2025-07-08) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.50%
$500,001	$750,000	0.80%
$750,001	$2,000,000	0.70%
$2,000,001	$6,000,000	0.60%
$6,000,001	$10,000,000	0.50%
$10,000,001	and above	0.40%

Stated Minimum Annual Fee: $3,750

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$11,250	1.12%
$5 million	$36,250	0.72%
$10 million	$62,250	0.62%
$50 million	$222,250	0.44%
$100 million	$422,250	0.42%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 92.15%
Number of High-Net-Worth Clients: 215
Total Client Accounts: 1,364
Discretionary Accounts: 1,364

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 105211

ADV PART 2A (2025-07-08) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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