Bryan Mccaulley is a CFA-designated registered investment advisor at Hancock Whitney Investment Services INC., based in New Orleans, LA, with 3 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,031 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HWIS manages investments through programs offered by other financial institutions. Clients pay a single bundled fee to the Program Sponsor, and HWIS receives a portion of that fee. HWIS's portion ranges from 0.10% to 0.25% of the value of your portfolio, depending on the specific investment product. These fees are negotiated between HWIS and the Program Sponsor, not by the client. There may also be a minimum account size.
Location
701 Poydras St., Suite 3100, New Orleans, LA, 70139
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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.
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Bryan is the President of the CFA Society of Louisiana, a non-profit organization dedicated to promoting ethics and education in the investment profession. He spends minimal time in this role, which involves coordinating events, managing sponsorships, and handling administrative tasks.
Employment History
Current Registrations
Hancock Whitney Investment Services INC.
State Registrations1 state
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