Dylan Potter is a CFP-designated registered investment advisor at Howe and Rusling, INC., based in Rochester, NY, with 4 years of industry experience. Dylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 4 more. Their firm serves 1,127 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
The fee schedule for fixed income-only accounts is 0.50% annually. The fee schedule for ETF-only accounts is 0.80% annually. Fees and minimums may be negotiable.
Fee Estimator
Contact
Dylan Potter
Location
165 Culver Rd, Suite 100, Rochester, NY, 14620
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Regulatory History
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.
State Registrations1 state
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