DC
PFS
DC
PFS

Darren Cart

15 Years of Experience
Opelousas, LA

Darren Cart is a PFS-designated registered investment advisor at Going Cpas and Wealth Advisors, based in Opelousas, LA, with 15 years of industry experience. Darren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 324 clients with $160M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
324 clients
Average Client Portfolio
$496K average
Assets Under Management
$160.8M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $1.5M1.00%
$1.5M+0.75%

Minimum annual fees may apply. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2811 S. Union Street, Opelousas, LA, 70570

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Darren is a partner at Majestic Heights Group, LLC, doing consulting work, spending minimal time on paying bills and making deposits. He is also a partner at Going, Sebastien, Fisher & Lebouef, LLP, doing tax preparation/accounting work full-time, and the owner of Darren J. Cart, CPA, LLC, an accounting firm, spending minimal time paying bills and reconciling the bank account.

Employment History
Current Registrations
Going Cpas and Wealth Advisors
February 2011 - Present · 15 yrs 3 mos
State Registrations2 states
LATX
Advisor

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
No exam information available for this advisor.