Donald Fronz is a CFP-designated registered investment advisor at New Amsterdam Wealth Planning, based in Long Branch, NJ, with 30 years of industry experience. Donald 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. Their firm serves 52 clients with $66M 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 $500K | 1.40% |
| $500K - $1.5M | 1.25% |
| $1.5M+ | 1.25% |
Fees are negotiable above $1,500,000.
Fee Estimator
Location
Long Branch, NJ
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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
New Amsterdam Wealth Planning
Previous Registrations
Fcg Wealth Management, LLC
Fcg Advisors, LLCBroker
Fcg Wealth Management, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Bny Investment Center INC.Broker
Nathan & Lewis Securities, INC.Broker
Salomon Smith Barney INC.Broker
Sakura Securities (U.S.A.), IncorporatedBroker
Nomura Securities International, INC.Broker
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.