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
Eric Emerson Udvari
Location
910 Main Street, Suite 350, Boise, ID, 83702
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 →Employment History
Current Registrations
Howe and Rusling, INC.
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Advice and Planning Services
December 2018 - July 2021 · 2 yrs 7 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
December 2018 - July 2021 · 2 yrs 7 mos
Charles Schwab & CO., INC.
June 2015 - November 2018 · 3 yrs 5 mos
Charles Schwab & CO., INC.Broker
June 2015 - November 2018 · 3 yrs 5 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.
Contact
Eric Emerson Udvari