Integrated Capital Management Company, Inc. provides personal investment management and supervisory services. Led by Michael W. Reffeitt, the firm focuses heavily on asset allocation as the core driver of investment success. Integrated Capital Management Company, Inc. designs portfolios tailored to each client's individual needs and risk tolerance, utilizing a detailed questionnaire rather than standard models. The firm invests client money in mutual funds, exchange-listed securities, and over-the-counter securities using both long-term and short-term strategies. Integrated Capital Management Company, Inc. operates with the authority to make trades without asking first, allowing them to manage portfolios actively and rebalance holdings regularly based on market conditions.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.88% |
Fees are billed quarterly at 0.471% and are not negotiable.