MacDougall Financial Counseling

Wealth Management Firm in Delmont, PA

Firm Info
Address: 2364 PA-66, Delmont, PA 15626, USA
Phone: (724) 468-1300

Firm Size
Assets Under Management: $436.1 million
# of Advisors: 2
# of Clients: 413
Client to Advisor Ratio: 207:1
Average Account Size: $1.1 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)
  • Commissions

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Macdougall Financial Counseling Overview

MacDougall Financial Counseling is a fee-based registered investment advisory firm that has been providing financial advice since 1989. Its headquarters is located in Delmont, PA. As an insurance broker and agent, the firm is uniquely equipped to provide investment advice that takes into account the risks and benefits of different insurance products. The firm's portfolio management services are available to both individuals and small businesses, ensuring that each client receives personalized advice that is tailored to their unique financial goals. MacDougall Financial Counseling's approach to financial planning emphasizes long-term strategies that take into account the changing economic landscape. In addition to its core services, MacDougall Financial Counseling also offers a selection of other advisors to ensure that clients have access to a broad range of financial experts. Whether you need help with retirement planning, saving for a child's education, or managing your assets, the team at MacDougall Financial Counseling is here to help. With a focus on transparency, honesty, and trust, this firm is committed to helping its clients achieve financial stability and peace of mind.

MACDOUGALL FINANCIAL COUNSELING serves a diverse range of clients including individual investors, high net worth individuals, and charitable organizations. The firm recognizes that different clients have unique financial objectives and requires varying levels of assistance to achieve them. Hence, MACDOUGALL FINANCIAL COUNSELING leverages its expertise and experience to provide financial advice and tailor-made solutions to suit the needs of each client. To ensure maximum flexibility for clients, MACDOUGALL FINANCIAL COUNSELING offers various fee structures depending on the service provided. They offer a percentage of Asset Under Management (AUM) fee structure that is ideal for clients seeking ongoing financial management services. This fee structure is based on a certain percentage of the client's investment portfolio and is charged annually. In addition, clients may opt for a fixed fee structure that is suitable for those who require a one-time service such as financial planning or consulting. Finally, the firm offers a commission-based fee structure for clients who prefer to pay for services based on the products recommended or investments made. The commission earned by the firm is a percentage of the value of the transaction made. Overall, MACDOUGALL FINANCIAL COUNSELING understands that different clients have different needs when it comes to their financial goals and as such, they provide a variety of fee structures that can fit every client's unique requirements.

Typical Clients, Fee Structures & Investment Minimum

According to MACDOUGALL FINANCIAL COUNSELING's Part 2 Brochure, there is no mention of an investment minimum.

How This Office Can Help Delmont, PA Residents

MacDougall Financial Counseling is a trusted financial advisor for residents of Delmont, PA. Their experienced team assists clients in a variety of financial situations, such as debt management, retirement planning, and investment strategies. Many clients seek their services to gain control of their finances and create a stable financial future, whether that means paying off debt, saving for retirement, or creating a budget plan that fits their lifestyle. For individuals in Delmont, PA, managing finances can be a daunting task. Many residents struggle to balance their income and expenses while still maintaining the quality of life they desire. Additionally, with an aging population, many residents may be concerned about their retirement savings and ensuring that they have enough funds to support themselves in their later years. MacDougall Financial Counseling offers personalized financial planning and advice to help their clients overcome these challenges and achieve their financial goals.

To view the Minimum Investment and Fee Schedule for Macdougall Financial Counseling, visit their Part 2 Brochure.

Services Offered by Macdougall Financial Counseling

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Macdougall Financial Counseling most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Commissions
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2364 PA-66, Delmont, PA 15626, USA
Phone (724) 468-1300
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Macdougall Financial Counseling is registered to service clients in the following states:

  • Arizona
  • Pennsylvania

Disciplinary History

Macdougall Financial Counseling does not have any disclosures. Please visit it's Form ADV for more details.