Theodore Bugenski is a CFP-designated registered investment advisor at Cnd Financial, based in Troy, MI, with 20 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 189 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.80% |
| $1.5M+ | 0.60% |
CND Financial’s annual investment management fee may be modified based upon the nature of the engagement, scope and/or complexity of services and/or portfolio, anticipated efforts incurred by investment personnel, pre-existing relationships, or other special situations or factors at CND Financial’s discretion.
Fee Estimator
Location
1301 W. Long Lake Rd., Suite 115, Troy, MI, 48098
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cnd Financial
William Mack & Associates INC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- William Mack, CFPCnd Financial
- Tyler Decoster, CFPIsto Advisors, LLC
- Vanessa Carter-Witt, CFPRwa Wealth Partners
- Richard Swita, ChFCNorthwestern Mutual Investment Services,llc
- Dartagnan Mason, CFPFocus Partners Wealth, LLC
- Daniel Zech, CFP, ChFCStalt Financial, LLC