Eric
Seger
Integrated Capital Management
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About this Advisor
Eric Seger is a certified financial planner working in Bloomfield Hills, Michigan with 7 years of industry experience. Seger currently works for Integrated Capital Management. During their career, the advisor has held roles at First Heartland Capital Inc, Integrated Capital Management, LLC and Purshe Kaplan Sterling Investments. Seger holds a Series 63 license, certifying them as a securities representative, and can operate in Michigan and Texas. Integrated Capital Management is a firm operating out of Bloomfield Hills, MI. It administers $211 million in assets across its 1,648 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,648 client accounts, 24% are held by high-net-worth clients who have at least $1 million in investable assets. The business provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules typically depend on which services the firm provides the client. However, fee types billed by Integrated Capital Management most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Integrated Capital Management Brokerage Details
$211,168,808
6
1,648
$128,136
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Eric Seger Work History
Eric has been registered as a financial advisor for 7 years.*
Integrated Capital Management, LLC
Purshe Kaplan Sterling Investments
First Heartland Capital Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric Seger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Integrated Capital Management
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
