Asset Management

Cline Financial's Asset Management service is often the right choice for clients who want comprehensive oversight of their whole financial portfolio—from retirement investments to education planning to estate planning to insurance decision-making. Asset Management offers clients the peace of mind of knowing their entire financial portfolio is thoughtfully and cost-effectively coordinated. Our tiered fee structure saves you money because as your investment assets grow, your fee percentage decreases.

Our standard tiered pricing offers excellent service for individuals at reasonable costs, while our corporate tiered pricing is available for companies with revenues of $2 million or more. Contact us to get further information on these pricing options.

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Why Cline Financial Services?

We're singularly focused on helping you set and work toward your financial goals cost-effectively, whether you choose to manage investments yourself or have us fully implement an investment plan. 

Current Corporate Clients:

Carle Foundation – Urbana, IL