Cline Financial Concepts provides investment management using low-cost, diversified mutual funds and exchange-traded funds (ETFs). They also offer financial planning services covering goal-setting, retirement, education, investment, insurance, estate, and tax planning, as well as employee benefits review. Clients work with CFC to establish an investment strategy and construct a portfolio to meet their goals.
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%.