Jordan Macdougall
Jordan Macdougall is a CFP-designated registered investment advisor at Pathway Financial Advisors, LLC, based in South Burlington, VT, with 1 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 253 clients with $1.6B 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. Pathway Financial Advisors may also charge an annual flat fee up to 3.00% of assets under management depending on the engagement.
Fee Estimator
Contact
Jordan Macdougall
Location
725 Community Drive, Suite 402, South Burlington, VT, 05403
Get directionsHistory
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.
Exams
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