Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HWIS manages Separately Managed Accounts (SMAs) and Fund Strategy Portfolios (FSPs) for third-party Program Sponsors. Clients pay a single wrap fee to the Program Sponsor. HWIS receives a portion of this fee from the Platform Manager, ranging from 0.10% to 0.25% of assets under management, depending on the SMA or FSP product. Fees paid to HWIS are negotiated by the Platform Sponsor or the Program Sponsor and are not subject to negotiation by the client. HWIS and FSP products are also subject to a specified minimum account size.
Areas of Practice
Advisor Information
Office location
701 Poydras St., Suite 3100, New Orleans, LA, 70139
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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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John is a volunteer member of the Board of Directors for Arc of Louisiana and ArcGNO, non-profit organizations advocating for and servicing individuals with intellectual and developmental disabilities. He dedicates minimal time to each organization.