David
Macdougall
Ipswich Investment Management Company, Inc
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About this Advisor
David Macdougall is a chartered financial analyst working out of Ipswich, Massachusetts with a total of 2 years of relevant experience. Macdougall is an employee of Ipswich Investment Management Company, Inc. During their career, the advisor has held roles at Crestwood Advisors, Emerson Investment Management LLC, Boston College Carrol Graduate School Of Management and Boston Financial Management LLC. Macdougall can serve investors in Massachusetts. Ipswich Investment Management Company, Inc is an advisory company based in Ipswich, MA. It has $570 million in assets under management among its 521 client accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 10 charities and foundations. Of its 521 client accounts, 15% belong to high-net-worth individuals who have greater than $1 million in investable assets. The company provides a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees typically depend on which service is provided. Fees charged by Ipswich Investment Management Company, Inc likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ipswich Investment Management Company, Inc Brokerage Details
$569,985,633
12
521
$1,094,022
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
David Macdougall Work History
David has been registered as a financial advisor for 2 years.*
Boston Financial Management LLC
Emerson Investment Management LLC
Boston College Carrol Graduate School Of Management
Crestwood Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Macdougall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ipswich Investment Management Company, Inc
Ipswich, MA
Ipswich, MA
Ipswich, MA
Ipswich, MA
Ipswich, MA
Ipswich, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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