About Us
Bigelow Investment Advisors, LLC is an investment management and financial planning firm located in Portland, Maine.
We strive to always be relevant to our clients. Our mission is to be a trusted partner for our clients by fostering long-lasting relationships through exceptional, inspired service. We are dedicated to nurturing and supporting each client's individual goals and values.
A look into our practice
Bigelow was founded in 2007 on the premise that investment management and financial planning should put each client's unique circumstances at the center of all that we do.
Bigelow’s ownership team has years of experience in investment management and financial planning. We emphasize the importance of asset allocation and diversification in our investment management process.
Know More$500 M ASSETS UNDER MANAGEMENT
Bigelow has grown to serve over 300 families and institutions in Maine and beyond, with over $500 million in assets under management*.
*As of December 31, 2025.CREDENTIALED PROFESSIONALS
Bigelow’s advisors have diverse educational backgrounds, including advanced degrees, or professional certifications.
EXPERIENCE
Bigelow has been in business since 2007 providing investment management services.
Meet with an Advisor CLICK HERE ?What We Do
INVESTMENT MANAGEMENT
Bigelow offers discretionary investment management to your investment objectives.
Learn MoreFINANCIAL PLANNING
Financial Planning is the process that matches your financial goals to the resources that you have available.
Learn MoreMeet our team of professionals
Resources
ADV PART 2
This brochure provides information about the qualifications and business practices of Bigelow Investment Advisors, LLC.
FORM CRS
This document gives you a summary of the types of services we provide and how you pay.
PRIVACY POLICY
Bigelow Investment Advisors is committed to protecting your privacy.
FINANCIAL PLANNING DISCLOSURE
Bigelow Investment Advisors, LLC is honored to help you with your financial needs.
Investment Management
- Discretionary investment management
- Fiduciary standard of care
- Portfolios tailored to individual client needs and goals
- Fee only pricing (no commissions)
Bigelow Investment Management Fee Schedule:
- 1% per year on the first $1,000,000 of assets managed
- 0.60% per year on the next $1,000,000 of assets managed
- 0.50% per year on the next $3,000,000 of assets managed
- 0.40% per year on any additional assets managed
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Financial Planning
- Goals-based financial planning
- Supported by MoneyGuide Pro software
- Complementary service offered to our clients with an Investment Management agreement
- Or, offered as a stand-alone service for $165 per month with a 12-month minimum commitment
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