Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
1,240 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$2.0B
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees and minimums may be negotiable under certain circumstances, such as multiple relationships within a single family.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$6,000
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Contact
Dylan M. Potter
Location
165 Culver Rd, Suite 100, Rochester, NY, 14620
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Dylan serves in the New York Army National Guard since 2017, dedicating approximately 100 hours per month to this non-investment related activity. This commitment takes up nearly full-time.
Employment History
Current Registrations
Howe and Rusling, INC.
April 2021 - Present · 4 yrs 10 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.
Contact
Dylan M. Potter