Hancock Whitney Investment Services offers investment advice through model target portfolios for separately managed accounts and fund strategy portfolios. The firm provides these investment models to a platform manager and program sponsors who handle client relationships, trade execution, and custody. Hancock Whitney Investment Services determines the appropriateness of securities and updates the model portfolios on an ongoing basis. The firm focuses exclusively on investment management through these third-party programs and does not provide customized financial planning or direct execution for individual participants. Clients pay a bundled fee directly to their program sponsor, and Hancock Whitney Investment Services receives a portion of that fee as compensation for its investment advice.
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.