Advisor at Portland Investment Advisors, LLC.
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Location
Island Falls, ME 04747
Credentials
CFP®, Series 66
Industry experience
11 years
Abigail 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.
20 Houlton Rd
Island Falls, ME 04747
Maine · Massachusetts · Texas
Guidance Point Retirement Services, LLC
2013 - Present (13 years)
Guidance Point Advisors, LLC
2013 - Present (13 years)
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