Scott Cline is a registered investment advisor at Cline Financial Concepts, LLC, based in Champaign, IL, with 20 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 120 clients with $87M 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 $250K | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $750K | 0.85% |
| $750K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.55% |
For Clients using the SEI Advisor Guided Platform, additional fees are incurred ranging up to .10%. For assets managed through a third-party platform, the platform provider charges a fees to the Advisor for use of its services. The Advisor passes these platform-related costs through to the Client and charges a fee of 0.25%. Fees may be negotiable at the sole discretion of the Advisor. For all Clients that migrated over from the purchase of Miller Financial Planning, LLC they will continue to pay their existing AUM fee schedule going forward. All assets under management will have an annual advisory fee of 1.00%. For all Clients that migrated over from the purchase of Logue Financial Planning they will continue to pay their existing AUM fee schedule going forward. All assets under management will have an annual advisory fee of 1.5%.
Fee Estimator
Location
1800 S. Oak Street, Suite 101, Champaign, IL, 61820
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Scott works as a consultant at AG Consulting Company, performing MS Excel clean-up during off-trading hours. This activity is not investment-related.
Employment History
Current Registrations
Cline Financial Concepts, LLC
Previous Registrations
Miller Financial Planning, LLC
State Registrations3 states
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.