Seidman Investment Portfolios
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$60,757,575
Clients
60
Advisors
1
of 1 employees
About
Seidman Investment Portfolios provides tailored portfolio management, comprehensive financial planning, and periodic portfolio reviews to a client base that includes individual investors (including high‑net‑worth individuals) as well as institutional clients such as pension and Taft‑Hartley plans, endowments, and charitable organizations. Services may be delivered on a discretionary or non‑discretionary basis and encompass retirement and estate analysis, qualified plan reviews, and ongoing allocation recommendations.
The firm emphasizes a long‑term, low turnover approach while also offering active tactical management that selects individual securities and seeks opportunities in perceived mispricings or out‑of‑favor sectors. Research and investment decisions draw on publicly available information and subscription services (for example, Morningstar, Value Line, Bloomberg and EDGAR), and accounts are reviewed at least quarterly or upon client request.
Noteworthy distinctions include the principal’s separate, disclosed role as a licensed insurance agent and broker through a related insurance agency and broker — a relationship that can generate commissions and may consume up to 20% of the principal’s time, with clients explicitly free to use other agents. The brochure also lists a public website (seidmansays.com), describes ongoing written communications to clients, and discloses participation in Schwab’s institutional program, which provides custodial, trading and research resources in addition to standard custodian statements.
Client services
Expertise
Fee options
Up to 2% per year, billed quarterly in arrears
Commissions from insurance products and transaction fees from mutual funds, ETFs, variable annuities, life insurance, long term care insurance, and other investments; possible 12b-1 fees
Up to $200 per hour for financial planning and portfolio review, minimum one hour
Account minimum: $250 minimum annual fee Minimum fee: $250 minimum annual fee Fee-only: Comprehensive financial planning fees ranging typically from $1,000 to $10,000; hourly financial planning and portfolio review fees up to $200 per hour
Main office
23 Mayflower Lane
Vineyard Haven MA 02568-6021
Advisors at this office
1
Most active in
California · Massachusetts
Also doing business as
Daniel Seidman Insurance Agency · Seidman Daniel Jay · Seidman Investment Portfolios
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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