Michael Hakoun is a registered investment advisor at Osaic Institutions, INC., based in Hanover, NH, with 11 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 7,211 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for customized advisory services are based on the value of your portfolio and are negotiable. The maximum advisory fee is 2.50%. You may pay monthly or quarterly account fees, either in advance or after the service is provided. These fees are directly deducted from your account. If you invest in mutual funds or ETFs, you'll pay advisory fees to both the fund manager and Osaic Institutions. If the custom advisory services apply to annuities for which the advisor receives trail compensation, such trail fees generally will be used to offset the advisory fee.
Location
2 Maple Street, Hanover, NH, 03755
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is the Managing Director of the Trust/Financial Advisor Division of Ledyard National Bank, dedicating full-time hours to trust and estate planning. He is also a limited partner/member in DeRosa Capital LLC, investing in multi-family rental real estate, and owns Vision 2918 Strategies LLC (Holding Company) owns PEGFETCH LLC (Operating Company) for children's book sales promotion, spending a few hours per week on this venture.
Employment History
Current Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Previous Registrations
TD Private Client Wealth LLC
TD Private Client Wealth LLCBroker
TD Ameritrade, INC.Broker
Citigroup Global Markets INC.Broker
Park Avenue Securities LLCBroker
State Registrations2 states
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.