Integrated Capital Management Company, INC.

Fee-Only (% of Portfolio)

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.

Assets Under Management$2M
Clients3
Advisors1
Avg. per Client$650K
Avg. per Advisor$2M

Fee Structure

Minimum Investment:$250
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.88%

Fees are billed quarterly at 0.471% and are not negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Integrated Capital Management Company, INC. - Fees, AUM & Advisors | TrueAdvisor