PS
PS

Peter Seyler

13 Years of Experience
Jessup, PA

Peter Seyler is a registered investment advisor at Integrated Capital Management, INC., based in Jessup, PA, with 13 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 926 clients with $230M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
926 clients
Average Client Portfolio
$251K average
Assets Under Management
$232.4M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.75%
$1.0M - $3.0M1.50%
$3.0M - $5.0M1.25%
$5M+1.25%

Fees are negotiable for accounts over $5,000,000. Maximum annual advisory fee includes iCM's management fee, and the Client Adviser (if applicable).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

The Tekridge Center, 50 Alberigi Drive, Suite 114, Jessup, PA, 18434

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Integrated Capital Management, INC.
January 2022 - Present · 4 yrs 3 mos
Previous Registrations
Integrated Capital Management, INC.
May 2014 - January 2016 · 1 yr 8 mos
Park Avenue Securities LLC
June 2012 - September 2013 · 1 yr 3 mos
Park Avenue Securities LLC
September 2008 - March 2012 · 3 yrs 6 mos
PNC Investments
February 2006 - July 2008 · 2 yrs 5 mos
Ing Financial Partners, INC
January 2005 - May 2005 · 4 mos
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.