JD
JD

John Devine

3 Years of Experience
Bloomfield Hills, MI

John Devine is a registered investment advisor at Integrated Capital Management, based in Bloomfield Hills, MI, with 3 years of industry experience. John 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
448 clients
Average Client Portfolio
$959K average
Assets Under Management
$429.8M

Fee Structure

Planning is included in investment management (also available separately)

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.

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Location

21 E. Long Lake Road, Suite 102, Bloomfield Hills, MI, 48304

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Integrated Capital Management
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLCBroker
April 2023 - March 2024 · 11 mos
Northwestern Mutual Investment Services, LLCBroker
December 2022 - March 2023 · 3 mos
State Registrations1 state
MI
Advisor

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.

Exams
No exam information available for this advisor.
John Devine - Financial Advisor | TrueAdvisor