Michael Taxman
Michael Taxman is a registered investment advisor at Michael D. Taxman Investment Management, based in Hanover, NH, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27 clients with $140M 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 | 0.80% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Annual advisory fees and minimums are negotiable solely at the firm’s discretion, with the exception that at no time will advisory fees exceed 2% per year regardless of account size.
Fee Estimator
Location
35 South Main Street, Hanover, NH, 03755
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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
Michael D. Taxman Investment Management
Previous Registrations
First Financial Resources
State Registrations1 state
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