Advisor at Michael D. Taxman Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Michael D. Taxman Investment Management
Location
Hanover, NH 03755
Credentials
Series 63, Series 65
Industry experience
25 years
Michael Taxman is the principal advisor at Michael D. Taxman Investment Management in Hanover, NH, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led his independent firm since 2003. The firm provides ongoing investment supervisory services to individual and trust clients, as well as foundations and charitable organizations. Its investment approach emphasizes individualized strategies with broad diversification using low-cost, passively managed mutual funds and ETFs, supplemented by fixed-income instruments, focusing on a small client base and a substantial asset base.
Based on Michael D. Taxman Investment Management
$0 - $1,000,000: 0.80% $1,000,000 - $2,000,000: 0.65% $2,000,000 - $5,000,000: 0.50% $5,000,000+: 0.35%
Account minimum: $1,000,000 Minimum fee: $8,000 minimum annual advisory fee, negotiable Fee-only: Annual advisory fees based on assets under management; no commissions or sales-based compensation
35 South Main Street
Hanover, NH 03755
New Hampshire
Michael D. Taxman Investment Management, Llc
2003 - Present (23 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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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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