Matthew Gjevre
Advisor at Howe And Rusling, Inc. — Boise, ID
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 65
Experience Industry experience
< 1 year
Location
Boise, ID 83702
Howe And Rusling, Inc.
Team
Matthew Gjevre is a financial advisor at Howe and Rusling, Inc. in Boise, ID, holding a Series 65 designation. He has been in the industry since 2025 and previously worked at Berkeley Inc and Clearwater Analytics. 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, alongside financial planning, estate-planning coordination, access to third-party managers, and tax-preparation services through a wholly owned subsidiary.
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)
Boise, ID
910 Main Street, Suite 350
Boise ID 83702
Advisors at this office
2
Idaho
< 1 year of industry experience
Howe and Rusling, Inc.
2025 - Present • 1 year
Boise, ID
Berkeley Inc
2025 - 2025 • 1 year
Boise, ID
Clearwater Analytics
2022 - 2025 • 3 years
Boise, ID
UnEMPLOYED
2022 - 2022 • 1 year
Boise, ID
Boise State University
2019 - 2022 • 3 years
Boise, ID
UnEMPLOYED
2018 - 2019 • 1 year
Coeur d'Alene, ID
Coeur d'Alene High School
2014 - 2018 • 4 years
Coeur d'Alene, ID
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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