Eric Seger CFP®
Integrated Capital Management

Tel: (248) 593-8900
21 E Long Lake Road
Suite 102
Bloomfield Hills, MI 48304

Engineering Your Financial Future

Integrated Capital Management | Financial Advisor in Bloomfield Hills ,MI

About Integrated Capital Management

Connect With an Expert Financial Advisor and Get Answers

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

Firm Start Year:   2010
No.of Employees:   2-4
Insurance License#:   3520671
States Licensed in:   AZ, CA, CT, FL, IL, MD, MI, MN, NY, NC, OH, PA, SC, TX, WA, WI

Qualifications & Memberships

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.


Board Positions

Organization:  Society of Financial Service Professionals  Detroit
Position :  President
Duration :  2008-2009

Organization:  Michigan State University AES Engineering Board  East Lansing
Position :  Member
Duration :  9/2010-6/2018


Education

Bachelor of Science - Engineering  Michigan State University - East Lansing
09/1989- 05/1994

Master of Business Administration  The University of Michigan - Dearborn
09/1995-08/1999



Faqs

  • Do you have a customer satisfaction or refund policy? No
  • What are your qualifications? What is your education background? I am a CERTIFIED FINANCIAL PLANNER" and have over 18 years advising clients.
  • What services do you offer? We offer written financial plans that serve as a guide to helping our clients achieve their financial goals.
  • Will you be the only person working with me? Yes.
  • How are you compensated? How will I pay for your services? Fee based services. We charge a fee for our financial plans. We change a asset based advisory fee for our client's investment accounts. The investment fee starts at 1.0% and goes down depending on the account size.
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Eric Seger CFP®

Eric Seger CFP®

CERTIFIED FINANCIAL PLANNER™ Certificant

Communities Served

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

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

Compensation Arrangements

Check

Awards & Recognitions


Applied Engineering Sciences Distinguished Alumni
(02/10/2014)

Each year, the Michigan State University College of Engineering gives awards to distinguished alumni in each department who have brought honor to the college through their exceptional achievements, both professional and philanthropic. The awards are presented at a banquet each spring during commencement weekend.