Howe and Rusling, INC.
Assets Under Management
$2.0B
Number of Clients
1,240
Number of Advisors
10
Average Client AUM
$1.6M
AUM per Advisor
$202.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Howe and Rusling, Inc. provides large cap equity and intermediate fixed income investment management. They research security selection and tactical asset allocation. They also offer financial planning services covering personal, tax, retirement, investments, and estate planning. They may use sub-advisers and third-party managers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Standard fee schedule for equity and balanced accounts.
Fee Estimator
Investment supervisory fees are based on a percentage of assets under management. For equity and balanced accounts, the minimum quarterly fee is $1500. For fixed income-only accounts, the minimum quarterly fee is $1250. For ETF-only accounts, fees are 0.80% annually. Financial planning services for clients with accounts of $150,000 or less are provided for a fixed fee of $3,000. Certain legacy clients and clients with larger accounts may receive financial planning at no additional cost. Fees may be negotiable under certain circumstances.
Areas of Practice
Location
165 Culver Rd, Suite 100, Rochester, NY, 14620
