Jeffrey Cline
Jeffrey Cline is a registered investment advisor at Responsible Asset Management, based in Salt Lake City, UT, with 42 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 112 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000. The above management fee schedule will not be applied until a minimum of $5000 is met.
Fee Estimator
Location
Salt Lake City, UT
Get directionsHistory
Regulatory History (2)
Regulatory
November 2001Regulatory
August 1996Other Business Activities
Jeffrey owns 100% of Cline & Company, LLC, a holding company that owns 50% of Responsible Asset Management (RAM), a state-registered RIA. About 5% of Jeffrey's business is conducted under Cline & Company each year, representing minimal time.
Employment History
Current Registrations
Responsible Asset Management
Previous Registrations
Npb Financial Group, LLC
Npb Financial Group, LLCBroker
Associated Securities CORP.Broker
Investment Management CorporationBroker
First Western AdvisorsBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Boettcher & Company, INC.Broker
Covey & CO., INC.Broker
Cutler Hunsaker, INC.Broker
Olsen & CompanyBroker
State Registrations1 state
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.