Kenneth Coe
Kenneth Coe is a registered investment advisor at Integrated Capital Management, based in Bloomfield Hills, MI, with 50 years of industry experience. Kenneth 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
Get directionsHistory
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
Kenneth works as a financial advisor and agent at Integrated Capital Management, providing financial planning and investment advisory services, taking about half of his time. He also sells life, long-term care, and disability insurance through various carriers and fixed insurance solutions through PKS Financial Services, dedicating a few hours per week to these activities.
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 Corporation
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
Hartford Equity Sales Company 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.