Featured Business Financial Advisor in Bloomfield Hills, MI
Bloomfield Hills Financial Advisors
Integrated Capital Management
21 E Long Lake Road, Suite 102
Bloomfield Hills, MI 48304
(248) 593-8900
“Engineering Your Financial Future”
Advisor Profile
Eric Seger CFP
Name:  Eric Seger CFP
Phone Number:  (248) 593-8900
Website:  Visit Website

About Integrated Capital Management

At Integrated Capital Management, it is our goal to personally and comprehensively guide our clients as they transition through the accumulation, retirement, and distribution phases of wealth management.

Integrated Capital Management is a fiduciary. We have a responsibility to our clients to provide the utmost trust and confidence to manage and protect their money.

At Integrated Capital Management, we guide our clients through major transitions such as marriage and having children, divorce, the loss of a loved one, a job change, and retirement.

As an independent, fiduciary investment and retirement planning firm, our recommendations are entirely based on your goals and aspirations, not on us selling products, meeting quotas, or striving for incentives that don't serve you. When you thrive, we thrive.

Honesty, integrity and competence are the pillars of advice when working with our advisors. We spend a lot of our time educating our clients on all of their options when they need to make a financial decision. Our process combines the pillars of advice with our educational approach to equip our clients with the tools to be successful. Once our solutions are implemented, we proactively communicate and educate each client on the status of meeting their goals.
 

General Information

CRD#:    4213246
Firm CRD#:    35747
SEC File#:    284766
Insurance License#:    3520671
States Licensed in:    AZ, CA, CT, FL, IL, MD, MI, MN, NY, NC, OH, PA, SC, TX, WA, WI
States Willing to do Business in:    Bloomfield Hills,Clarkston,Clawson,Davisburg,Dearborn,Dearborn Heights,Detroit,Eastpointe,Ecorse,Farmington,Ferndale,Fraser,Grosse Pointe,Keego Harbor,Lake Orion,Livonia,Milford,Mount Clemens,Northville,Novi,Ortonville,Oxford,Plymouth,Rochester,Royal Oak,South Lyon,Southfield,Troy,Utica,Walled Lake,Waterford,Wixom
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 63, Series 7
Insurance and Annuity Licenses:    Disability, Annuity, Variable Life, Long Term Care, Variable Annuity, Life, Health
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Compensation Methods:    Hourly, Flat Fee, Commissions, Based on Assets
Additional Details on Charges:    My investment advisory fee starts at 1% and goes down depending on the account size.
 
 
 
Prepared By: Eric Seger CFP