How does the advisor help clients – Key Takeaways:
HOWE AND RUSLING, INC. is a financial advisory firm that assists clients in managing, growing, and protecting their wealth. They have been in business for over 80 years and are one of the oldest and most trusted firms in the industry. Their team of experienced financial advisors provides personalized and comprehensive services tailored to each client’s unique needs and goals.
Their expertise and knowledge in the financial field allow them to provide valuable insights and advice to their clients. Their main goal is to help clients achieve financial success and security, and they do so by staying up-to-date on the latest market trends and investment strategies.
Facts and Insights:
HOWE AND RUSLING, INC. has over $1.2 billion in assets under management and employs a team of 10 advisors. The firm is registered with the Securities and Exchange Commission and operates as a fee-only advisor, meaning they do not earn commissions from the sale of financial products.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.2 billion | 10 | 80 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education funding
Client Types:
HOWE AND RUSLING, INC. works with a wide range of clients, including individuals, families, small businesses, and non-profit organizations. They tailor their services to meet the unique needs and goals of each client, regardless of their net worth or financial situation.
Fees & Compensation:
HOWE AND RUSLING, INC. operates as a fee-only advisor, meaning they charge their clients a percentage of assets under management as their fee. This fee structure aligns their interests with those of their clients and ensures that their clients’ portfolios are managed in their best interest.
Background:
HOWE AND RUSLING, INC. was founded in 1933 by Nathaniel Howe and John Rusling, two industry veterans with a passion for helping clients achieve financial success. Today, the firm is still owned and operated by the Howe and Rusling families and continues to uphold their legacy of providing exceptional financial services to their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, HOWE AND RUSLING, INC. has a fiduciary duty to act in their clients’ best interests. This means they must disclose any conflicts of interest and always prioritize their clients’ needs above their own. They also have a Code of Ethics and a Privacy Policy in place to ensure the confidentiality and security of their clients’ information.