Michael Reffeitt
Michael Reffeitt is a registered investment advisor at Integrated Capital Management Company, INC., based in Lafayette, IN, with 27 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3 clients with $2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.88% |
Fees are not negotiable.
Fee Estimator
Location
Lafayette, IN
Get directionsHistory
Regulatory History (1)
Regulatory
July 1999Other Business Activities
Michael is a lecturer at Purdue University, teaching finance, economics, and accounting. He dedicates about a quarter of his time to this role, with some of the time occurring during trading hours.
Employment History
Current Registrations
Integrated Capital Management Company, INC.
Previous Registrations
Quest Capital Strategies, 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.