Abigail Doody
Abigail Doody is a CFP-designated registered investment advisor at Portland Investment Advisors, LLC., based in Island Falls, ME, with 10 years of industry experience. Abigail operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 47 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are generally negotiable.
Fee Estimator
Location
20 Houlton Rd, Island Falls, ME, 04747
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Portland Investment Advisors, LLC.
Previous Registrations
Guidance Point Retirement Services, LLC
Guidance Point Advisors, LLC
State Registrations3 states
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.