Macdougall Financial Counseling
Assets Under Management
$412.3M
Number of Clients
147
Number of Advisors
3
Avg. Portfolio per Client
$2.8M
Avg. Managed per Advisor
$137.4M
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
About This Firm
MacDougall Financial Counseling offers financial advice and manages investments for its clients. The firm focuses on using mutual funds and exchange-traded funds (ETFs) to build portfolios. Allan MacDougall, along with Elizabeth MacDougall and Kurtis Savage, work collaboratively with clients, providing direct contact and personalized service. They do not recommend individual stocks, hedge funds, or private equity investments.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Areas of Practice
Location
2364 Route 66, Delmont, PA, 15626