Advisor at Tax & Financial Management
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Firm
Tax & Financial Management
Location
Atlanta, GA 30339
Credentials
CFP®, Series 63, Series 65
Industry experience
36 years
Donald Tessmer is a CFP® professional with 35 years of experience in the financial industry. He is the owner and operator of Tax & Financial Management in Atlanta, GA, where he has worked since 1991. Tessmer previously worked at Kovack Securities Inc. from 2014 to 2017. Tax & Financial Management provides ongoing portfolio management and financial services primarily to individual and high-net-worth clients. The firm emphasizes equities within a long-term trading approach guided by written Investment Policy Statements and manages approximately $30 million in discretionary assets.
Based on Tax & Financial Management
$400,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.80% $2,000,000+: 0.75%
Commissions are received from insurance products sales as disclosed, but not for investment advisory services.
Account minimum: $400,000
1870 The Exchange, Suite 200
Atlanta, GA 30339
Georgia
Kovack Securities Inc.
2014 - 2017 (3 years)
Tax and Financial Management
1991 - Present (35 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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