Bryan Mccaulley
Bryan Mccaulley is a CFA-designated registered investment advisor at Hancock Whitney Investment Services INC., based in New Orleans, LA, with 4 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 912 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Hancock Whitney Investment Services receives a portion of the client's bundled wrap fee ranging from 0.10% to 0.25% annually, depending on the specific product. Fees are paid quarterly in arrears by the platform manager and are not negotiable by the client.
Fee Estimator
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.
Learn about disclosures →Other Business Activities
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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