Integrated Capital Management

Integrated Capital Management LLC is an independent registered investment adviser established in October 2016, with principals Eric Seger and Brian Franke having over 40 years of combined experience in the securities industry. Specializing in wealth planning and management services, the firm caters to individuals, trusts, charitable organizations, and businesses. They offer financial planning services with fees ranging from $1,000 to $5,000 for the initial plan, and asset management services with fees varying from 0.50% to 2.50% annually based on assets under management. Clients have the option to grant discretionary authority to ICM for managing their accounts, with the firm providing ongoing monitoring and periodic reviews. ICM recommends Schwab as a custodian and broker, leveraging their institutional brokerage services and investment products. The firm does not charge performance-based fees, and clients are encouraged to vote on proxies related to their investments. ICM does not have custody of client funds except for fee debiting and potential standing letters of authorization. The firm does not have any disciplinary information to report and maintains a Code of Ethics that includes a fiduciary duty to clients and guidelines for personal trading.