Donald J. Bugdal & Associates is a registered investment advisor founded in 1983, operating as a sole proprietorship in Mercerville, New Jersey. The firm provides comprehensive financial advice and guidance to individuals, trusts, and estates. Services include investment strategy guidance, income tax planning, estate planning coordination, insurance coverage assessment, and retirement cash flow evaluation. Donald J. Bugdal & Associates does not manage investment portfolios directly or on an automatic basis; instead, the firm guides clients on investment strategies and can help execute approved trades through the client's chosen broker. The firm charges clients on an hourly basis rather than taking a percentage of investments or requiring an asset minimum.
Fee Structure
- Meeting and phone consultations — $350 per hour
- Review, preparation, and research — $320 per hour
- Full-day offsite consulting assignments — $2,800 per day plus travel and expenses
- Initial consultation — $260 for the first hour