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 investment management focusing on large cap equity and intermediate fixed income. They offer financial planning services covering personal, tax, retirement, investment, and estate planning. They may use sub-advisers and third-party managers. Minimum account size is $500,000.
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
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Location
165 Culver Rd, Suite 100, Rochester, NY, 14620
