Assets Under Management
$210.6M
Number of Clients
1,031
Number of Advisors
9
Average Client AUM
$204K
AUM per Advisor
$23.4M
Compensation
Fee-Only (AUM)
HWIS provides investment advice through model target portfolios for SMA and FSP programs to Envestnet Asset Management, who manages trades and reporting. HWIS monitors and updates the models. Program Sponsors are responsible for client contact and suitability. HWIS does not provide customized advice to participants.
701 Poydras St., Suite 3100, New Orleans, LA, 70139