Donald Tessmer
Donald Tessmer is a CFP-designated registered investment advisor at Tax & Financial Management, based in Atlanta, GA, with 36 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 25 clients with $30M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
1870 the Exchange, Suite 200, Atlanta, GA, 30339
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2004Other Business ActivitiesSells Insurance
Donald is the owner/operator of Tax & Financial Management Investment Advisory, spending about a quarter of his time on this investment-related activity. He also engages in non-investment related insurance sales, dedicating minimal time to this activity.
Employment History
Current Registrations
Tax & Financial Management
Previous Registrations
Kovack Securities INC.Broker
Resource Horizons Group LLCBroker
Dunwoody Brokerage Services, INC.Broker
Ogilvie & Taylor Securities CorporationBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.