Hancock Whitney Investment Services (HWIS) manages investment accounts through programs offered by other financial institutions like broker-dealers and banks. HWIS provides model portfolios, and Envestnet Asset Management manages the trades and reporting. HWIS does not provide customized advice to individual clients, and clients work directly with the Program Sponsors.
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.