DG
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Dominic Guimond

5 Years of Experience
Portland, ME

Dominic Guimond is a registered investment advisor at Stillwater Investing, based in Portland, ME, with 5 years of industry experience. Dominic operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 263 clients with $2.5M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
263 clients
Average Client Portfolio
$9K average
Assets Under Management
$2.5M

Fee Structure

Minimum Investment:$500
Planning is included in investment management (also available separately)

Stillwater Investing charges an annual fee based on the amount of your portfolio.

  • Defensive Strategy (Buy-and-Hold): 1% of your portfolio per year.
  • Active Strategy: 2% of your portfolio per year.

Fees are billed monthly in arrears.

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Location

47 Skylark Road, Portland, ME, 04103

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Dominic works as a Disaster Recovery Specialist for Tyler Technologies since 2018, backing up client data. This is a full-time position.

Employment History
Current Registrations
Stillwater Investing
October 2020 - Present · 5 yrs 6 mos
State Registrations1 state
ME
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.