Donald Bugdal
Donald Bugdal is a ChFC-designated registered investment advisor at Bugdal Zinsser Asset Management, INC., based in Princeton, NJ, with 19 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% |
Fee Estimator
Location
Princeton, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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