Donald Bugdal
Donald Bugdal is a ChFC-designated registered investment advisor at Bugdal Zinsser Asset Management, INC., based in Princeton, NJ, with 20 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 23 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Annual fee of 0.75% is assessed on the market value of all assets managed by the registered investment advisor.
Fee Estimator
Location
Princeton, NJ
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 →Other Business Activities
Donald is the Vice President and Corporate Secretary at Bugdal Zinsser Asset Management since 1992, maintaining client relationships. This takes a few hours per week.
Employment History
Current Registrations
Bugdal Zinsser Asset Management, INC.
Donald J. Bugdal & Associates
State Registrations1 state
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
- Benedetto Falcone, CFAKayne Anderson Rudnick Investment Management, LLC
- Kevin Lamberson, ChFCTD Private Client Wealth LLC
- Daniel Walter, CFPHalberstadt Financial Consultants INC
- David Tardiff, CFPStrategic Advisers LLC
- Gregory Brez, CFPWells Fargo Advisors
- Francis Keene, CFPPrinceton Global Asset Management LLC