Cathy Navarreross
Cathy Navarreross is a registered investment advisor at Integrated Capital Management, based in Bloomfield Hills, MI, with 36 years of industry experience. Cathy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 448 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ICM generally charges between 0.00% and 2.50% per year to manage your investments, including cash. The exact fee depends on the size of your account, the complexity of your assets, and other factors. Fees are negotiable and may be higher or lower than this range.
For accounts managed directly through American Funds, the fee is 0.50% per year and is not negotiable.
Location
21 E. Long Lake Road, Suite 102, Bloomfield Hills, MI, 48304
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cathy works as a financial advisor for Integrated Capital Management, dedicating nearly full-time hours. She also sells fixed insurance products and annuities through Integrated Capital Management, Producers Choice Network, and PKS Financial Services, spending a few hours per week on each. Additionally, Cathy is involved in several other non-investment related activities, including Young Living Essential Oils, S and C Landing LLC, Corey Lane Estates, and the Lions Club.
Employment History
Current Registrations
Integrated Capital Management
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
State Registrations1 state
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.