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Matthew Rusche

18 Years of Experience
Grand Rapids, MI
Broker

Matthew Rusche is a registered investment advisor at Huntington Financial Advisors, based in Grand Rapids, MI, with 18 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 37,298 clients with $6.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
439 advisors
Number of Clients
37,298 clients
Average Client Portfolio
$170K average
Assets Under Management
$6.3B

Fee Structure

Investment management only (planning not offered)

Huntington Financial Advisors offers several investment management programs, each with its own fee structure. These programs include:

  • Private Wealth Consulting (PWC): Fees are tiered based on the amount invested, plus additional fees paid to Envestnet and potentially third-party managers. Minimum account size is $1,000,000.
  • Representative as Portfolio Manager (RPM): Fees are tiered based on the amount invested. Your financial advisor directly manages your account. Minimum account size is $250,000.
  • GPS Premier: Fees are tiered based on the amount invested. This is a separately managed account program. Minimum investment is $100,000.
  • GPS Total Asset Allocation and Total Multi-Manager: Fees are tiered based on the amount invested. These are unified managed accounts. Minimum investment is $250,000.
  • GPS Select: Fees are tiered based on the amount invested. Minimum investment is $50,000.
  • GPS Foundations: Fees are tiered based on the amount invested. Minimum investment is $10,000.
  • GPS Wrap Strategists: Fees are tiered based on the amount invested. Minimum investment is $25,000.

These fees cover portfolio management, trade execution, and custody services. Additional fees may apply for optional overlay services like tax or impact investing.

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Location

Breton Village, 1901 Breton Rd. Se, Grand Rapids, MI, 49506

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Matthew owns Rusche Tractor, a landscaping/yard work business, and dedicates minimal time to it. This activity is not investment-related.

Employment History
Current Registrations
Huntington Financial Advisors
August 2016 - Present · 10 yrs 1 mo
The Huntington Investment CompanyBroker
August 2016 - Present · 10 yrs 1 mo
Previous Registrations
Fifth Third Securities, INC.
February 2014 - August 2016 · 2 yrs 6 mos
Fifth Third Securities, INC.Broker
April 2010 - August 2016 · 6 yrs 4 mos
New England SecuritiesBroker
January 2008 - May 2010 · 2 yrs 4 mos
State Registrations10 states
AZCACOFLKYMINVNYSCTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Matthew Rusche - Financial Advisor | TrueAdvisor