Jordan Macdougall is a CFP-designated registered investment advisor at Pathway Financial Advisors, LLC, based in South Burlington, VT. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 241 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable and may be offered on an annual flat fee basis, not to exceed 3.00% of the client’s assets under management. For discretionary investment management services offered as a stand-alone service, the annual fee generally ranges between negotiable and 1.50%.
Fee Estimator
Contact
Jordan Macdougall
Location
725 Community Drive, Suite 402, South Burlington, VT, 05403
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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 →Other Business Activities
Jordan is the owner of Tailwater Consulting, LLC, a business consulting firm, since August 2024. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Pathway Financial Advisors, LLC
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.
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