DC
DC

Darrach Carthy

23 Years of Experience
Los Angeles, CA
Sells Insurance

Darrach Carthy is a registered investment advisor at Victus Capital Wealth, based in Los Angeles, CA, with 23 years of industry experience. Darrach operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 190 clients with $250M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
190 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$250.9M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.25%
$5.0M - $20.0M1.00%
$20M+0.75%

Fees are negotiable.

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

11766 Wilshire Boulevard, Ste. 1220, Los Angeles, CA, 90025

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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 ActivitiesSells Insurance

Darrach is the CFO of his wife's PR firm, Lucia Singer Public Relations, spending minimal time managing the books. He is also a licensed insurance agent for life, long-term care, and annuities, dedicating a few hours per week, and a partner at CFMV Global Wealth Advisors, managing client accounts about a quarter of his time.

Employment History
Current Registrations
Victus Capital Wealth
November 2010 - Present · 15 yrs 6 mos
Previous Registrations
Wbb Securities, LLC
November 2010 - August 2011 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2009 - November 2010 · 1 yr 3 mos
Wells Fargo Advisors, LLC
June 2009 - July 2009 · 1 mo
Merrill Lynch Pierce Fenner & Smith INC.
May 2000 - December 2006 · 6 yrs 7 mos
State Registrations1 state
CA
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.