Daniel Seidman
Daniel Seidman is a registered investment advisor at Seidman Investment Portfolios, based in Vineyard Haven, MA, with 33 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 66 clients with $67M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SIP offers portfolio management services where they manage your investments based on your goals. The maximum annual fee is 2% of your portfolio, billed quarterly. There may also be a one-time setup fee of up to 1% when you first establish the account. The minimum annual fee is $250. These fees do not include brokerage commissions or other expenses charged by mutual funds or other investments.
Location
23 Mayflower Lane, Vineyard Haven, MA, 02568-6021
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Regulatory History (1)
Regulatory
June 2012Other Business ActivitiesSells Insurance
Daniel is an insurance agent and owner since 1990. This activity requires minimal time.
Employment History
Current Registrations
Seidman Investment Portfolios
Previous Registrations
Cambridge Investment Research, INC.Broker
SharemasterBroker
Toluca Pacific Securities CORP.Broker
Thomas F. White & CO., IncorporatedBroker
Kennedy, Cabot & CO.Broker
M.L. Stern & CO. INC.Broker
Cfs Securities CORP.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.