Integrated Capital Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Planning may be performed on an hourly basis, at the rate of $250 per hour.”

Flat or project fee

$1,000⁠-⁠$5,000

“For clients whose assets are managed by ICM, the financial planning fee will vary, but is generally expected to be a fixed fee of between $1,000 and $5,000 for the initial plan.”

Annual fee

$500⁠-⁠$2,000/yr

“For asset management clients with 401(k) or 403(b) plans, fees for choosing and monitoring plan options will typically be a flat fee between $500 – $2,000 annually but may vary depending upon the available options in the plan, the client’s needs, and frequency of desired monitoring.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Integrated Capital Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable, and may be higher or lower than this range, based on the nature of the account.”
• “Integrated Capital Management LLC accounts are non-negotiable.”
• “Fees are negotiable and will be determined by the scope and nature of the services provided, the size of the account, the complexity of the plan document and other factors.”

How Integrated Capital Management’s fees compare

• Its hourly rate of $250 matches the Michigan median of $250. 38% of the 170 other Michigan planners that publish an hourly rate charge less.
• 3 of the 7 other planners in Bloomfield Hills that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 spans the Michigan median of $3,250. 45% of the 137 other Michigan planners that publish a flat or project fee charge less.
• 4 of the 8 other planners in Bloomfield Hills that publish a flat or project fee charge less.
• Its annual fee of $500-$2,000 is below the Michigan median of $6,000. 16% of the 37 other Michigan planners that publish an annual fee charge less.
• 1 of the 7 other planners in Bloomfield Hills that publish an annual fee charge less.

About Integrated Capital Management

• Firm size: 5 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2016 (10 years).

Planning areas mentioned in the brochure

• Physicians and dentists
• Business owners
• Equity compensation

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.5% a year

Clients

415

Employees

5

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$429,760,147

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

284766

Website

linkedin.com/company/integrated-capital-management (opens in new tab)

Phone

(248) 593-8900

Can advise clients in 10 states: California, Florida, Georgia, Louisiana, Michigan, North Carolina, New Hampshire, Ohio, South Carolina, Texas

Other planners in Bloomfield Hills that publish fees

• Cranbrook Wealth Management, LLCBloomfield Hills$10,000⁠-⁠$100,000/yr
• Emde Wealth Management LLCBloomfield Hills$500⁠-⁠$5,000
• Forsythia FinancialBloomfield Hills$350/hr
• Gainplan LLCBloomfield Hills$400/hr, $15,000
• KRS Capital Management, LLCBloomfield Hills$5,000, $5,000/yr
• Lifecycle Financial Planners Inc.Bloomfield Hills$5,500⁠-⁠$10,000, $10,000⁠-⁠$50,000/yr

Compare all 16 planners in Bloomfield Hills