Michael D. Taxman Investment Management's Form ADV discloses 0.80% on the first $1 million, 0.65% on the next $1 million, 0.50% on the next $3 million, and 0.35% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #126670), Michael D. Taxman Investment Management is subject to fiduciary duty under federal law.
Michael D. Taxman Investment Management is headquartered in HANOVER, NH.
Michael D. Taxman Investment Management serves 17 high-net-worth clients according to their SEC filing dated February 3, 2026. View client details ↓
According to their SEC Form ADV, Michael D. Taxman Investment Management offers portfolio management for individuals. View all service details ↓
Michael D. Taxman Investment Management manages $137 million in client assets according to their SEC filing dated February 3, 2026.
According to their SEC Form ADV, Michael D. Taxman Investment Management serves high-net-worth individuals. View client details ↓