Elizabeth Hilman
Elizabeth Hilman is a registered investment advisor at Macdougall Financial Counseling, based in Boston, MA, with 7 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 124 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MacDougall Financial Counseling does not charge fees based on a percentage of your portfolio value. Instead, the firm charges annual retainer fees for ongoing services, which are typically between $3,000 and $30,000 per year. These fees are negotiated based on the time required and the complexity of your situation. Fees may be higher if the firm performs significant administrative or trust services. Retainers include an annual escalator based on the previous year's inflation rate plus 3%.
Location
Boston, MA
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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
Macdougall Financial Counseling
Previous Registrations
Goldman Sachs & CO. LLCBroker
Barclays Capital INC.Broker
State Registrations2 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.
Exams
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