Burt Wealth Advisors

Burt Wealth Advisors, established in 1972, is a Maryland Corporation providing investment advisory services on a fee-only basis. The firm offers discretionary investment advisory services based on a percentage of assets under management, including financial planning and consulting services upon client request. Clients are required to enter into an Investment Advisory Agreement outlining the terms and conditions. Burt Wealth may recommend other professionals for implementation purposes but does not provide legal or accounting services. The firm primarily allocates client assets among mutual funds and ETFs and does not accept performance-based fees. Clients include individuals and high net worth individuals, with fees based on a tiered structure. Burt Wealth recommends using Charles Schwab as the broker-dealer/custodian and does not participate in a wrap fee program. The firm's investment strategies include long-term purchases, short-term purchases, and trading. Burt Wealth has not been subject to disciplinary actions and maintains a Code of Ethics to govern personal securities trading activities. The firm votes client proxies and conducts ongoing account reviews. Burt Wealth does not solicit fees in advance exceeding $1,200 per client. For further details, clients can contact Frederick J. Cornelius, III, the Chief Compliance Officer.