Michael D. Taxman Investment Management
DBA: Michael D. Taxman Investment Management,llc
35 SOUTH MAIN STREET, Hanover, New Hampshire 03755
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
discretion, with the exception that at no time will advisory fees exceed 2% per year regardless of account size. The firm will not be compensated on the basis of a share of capital gains or capital appreciation of client assets. C. In addition to paying the firm’s annual advisor
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.