Casey D. Ryan
Advisor at Howe And Rusling, Inc. — Fayetteville, NY
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63
Experience Industry experience
5 years
Location
Fayetteville, NY
Howe And Rusling, Inc.
Team
Casey Ryan is a financial advisor at Howe and Rusling, Inc. in Fayetteville, NY, holding a Series 63 designation with five years of industry experience. He has been with Howe and Rusling since 2004. Howe and Rusling primarily serves individual and high-net-worth clients, as well as insurance companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management focused on large-cap equity and intermediate fixed-income strategies, combining macroeconomic forecasting, sector allocation, and fundamental research in its investment process.
Based on Howe And Rusling, Inc.
Based on Howe And Rusling, Inc.
Fixed fees for financial planning services: typically $3,000 (paid in two installments); $300 for additional plan updates after three months; consulting services typically based on discretionary fixed fee
$0 - $500,000: 1.20% annually (0.30% quarterly) $500,001 - $1,000,000: 1.00% annually (0.25% quarterly) $1,000,001+: 0.80% annually (0.20% quarterly)
Account minimum: $500,000 for basic accounts, $1,000,000 for fixed income-only accounts (may be waived in discretion) Minimum fee: $1,500 quarterly minimum fee for basic accounts (equivalent to $500,000 portfolio); $1,250 quarterly minimum fee for fixed income-only accounts (equivalent to $1,000,000 portfolio) Fee-only: Yes, standard investment advisory fees as detailed in fee tiers; also offers fixed fees for financial planning (typically $3,000 total) and consulting services (discretionary fixed fees)
Fayetteville, NY
Fayetteville NY
Advisors at this office
1
New York · Texas
5 years of industry experience
Howe & Rusling, Inc.
2004 - Present • 22 years
Rochester, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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