Seidman Investment Portfolios
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$60,757,575
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
60
40% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
60
Very HighAverage account size
$1,012,626
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
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
College savings (529s, UTMA, etc.)
General retirement planning
Life insurance needs analysis
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 location
Seidman Investment Portfolios
23 Mayflower Lane
Vineyard Haven MA 02568-6021, United States
Number of offices
1
Most active in
Seidman Investment Portfolios has reported serving >5 clients in these states in the last 12 months.
California · Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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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.
-
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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