Howe and Rusling, founded in 1930, manages investments primarily in large-cap stocks and intermediate fixed income. They research individual securities and adjust asset allocations. Howe and Rusling also offers financial planning services covering personal finances, taxes, retirement, investments, and estate planning. They may use outside managers and ETFs. Howe and Rusling monitors third-party managers to ensure they are meeting client needs.
Assets Under Management$2.4B
Clients1,127
Advisors10
Avg. per Client$2.2M
Avg. per Advisor$240M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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