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Credentials
CFP®, Series 66
Experience Industry experience
11 years
Location
Island Falls, ME 04747
Portland Investment Advisors, LLC.
Supported
Total advisors
2Clients per advisor
32 LowAvg AUM per client
$336,606 LowHNW client ratio
27% TypicalAbigail Doody is a CFP® and holds a Series 66 license, with 10 years of industry experience. She is the sole advisor at Portland Investment Advisors, LLC and has worked with Guidance Point Retirement Services, LLC and Guidance Point Advisors, LLC since 2013. Outside of her advisory work, she is a majority owner of a property development company, PIA Industries. Portland Investment Advisors, LLC offers portfolio management and advisory services to individuals, high-net-worth clients, and business entities. The firm employs a Behavioral Portfolio Management approach, combining empirical analysis, proprietary research, and various investment vehicles to tailor portfolios according to client risk profiles.
$0 - $2,000,000: 1.00% Over $2,000,000+: .85%
Fee-only: Fees charged as percentage of assets under management; no commissions; fees generally negotiable.
Island Falls, ME
20 Houlton Rd
Island Falls ME 04747
Advisors at this office
2
Maine · Massachusetts · Texas
11 years of industry experience
Guidance Point Retirement Services, LLC
2013 - Present • 13 years
Portland, ME
Guidance Point Advisors, LLC
2013 - Present • 13 years
Portland, ME
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