Bugdal Zinsser Asset Management provides investment advice and portfolio management to individuals. The firm uses quantitative analysis tailored to each client's needs. The firm's investment approach focuses on capital preservation, diversification, and quality investments, using a top-down fundamental approach.
Assets Under Management$55M
Clients23
Advisors2
Avg. per Client$2.4M
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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