Macdougall Financial Counseling

Overview

Macdougall Financial Counseling is an independent, SEC-registered RIA organized as an LLC and operating since 1989. The firm serves both individual and family clients as well as institutional clients, and it describes itself as a capital allocator that sources and places client capital with third-party managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm also acts as an insurance broker and generates fees through a mix of percentage-of-AUM charges, fixed fees, and commissions. It does not identify as an active ESG investor.

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Public Holdings

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Location & Offices