MD
MD

Matthew Daigneault

24 Years of Experience
North Berwick, ME

Matthew Daigneault is a registered investment advisor at Dirigo Financial LLC, based in North Berwick, ME, with 24 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 49 clients with $41M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
49 clients
Average Client Portfolio
$837K average
Assets Under Management
$41.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.3M0.75%
$1.3M - $3.0M0.50%
$3M+0.35%

Asset management fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

North Berwick, ME

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Dirigo Financial LLC
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Aries Wealth Management, LLC
November 2022 - April 2025 · 2 yrs 5 mos
Marble Trail Advisors
October 2021 - October 2022 · 1 yr
Purshe Kaplan Sterling InvestmentsBroker
January 2020 - August 2021 · 1 yr 7 mos
Broad Cove Capital
September 2019 - November 2021 · 2 yrs 2 mos
Raymond James & Associates, INC.Broker
September 2018 - August 2019 · 11 mos
Raymond James & Associates, INC.
September 2018 - August 2019 · 11 mos
Cribstone Capital Management, LLC
February 2017 - May 2019 · 2 yrs 3 mos
Purshe Kaplan Sterling InvestmentsBroker
May 2015 - August 2018 · 3 yrs 3 mos
LPL Financial LLC
October 2008 - May 2015 · 6 yrs 7 mos
LPL Financial LLCBroker
October 2008 - May 2015 · 6 yrs 7 mos
Wachovia Securities, LLCBroker
January 2008 - October 2008 · 9 mos
Wachovia Securities, LLC
January 2008 - October 2008 · 9 mos
A. G. Edwards & Sons, INC.
December 2005 - January 2008 · 2 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
June 2003 - January 2008 · 4 yrs 7 mos
Invesmart Advisors INC
June 2002 - October 2002 · 4 mos
Invesmart Securities, LLCBroker
August 2001 - October 2002 · 1 yr 2 mos
American Express Financial Advisors INC.Broker
October 2000 - September 2001 · 11 mos
Ids Life Insurance CompanyBroker
October 2000 - September 2001 · 11 mos
State Registrations3 states
MENHVA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Matthew Daigneault - Financial Advisor | TrueAdvisor