Seidman Investment Portfolios
Assets Under Management
$67.4M
Number of Clients
66
Number of Advisors
1
Avg. Portfolio per Client
$1.0M
Avg. Managed per Advisor
$67.4M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Seidman Investment Portfolios (SIP) provides financial services based on a client's stated objectives. Services include comprehensive financial planning, portfolio reviews, and portfolio management, offered on both a discretionary and non-discretionary basis (except in Minnesota, where discretionary plans are not offered). SIP's advice covers areas like net worth, cash flow, asset allocation, education planning, retirement analysis, insurance review, and estate analysis.
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.
Areas of Practice
Location
23 Mayflower Lane, Vineyard Haven, MA, 02568-6021