Robert Roy is a PFS-designated registered investment advisor at Going Cpas and Wealth Advisors, based in Lafayette, LA, with 2 years of industry experience. Robert 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M+ | 0.75% |
Minimum annual fees may apply. Fees may be negotiable.
Fee Estimator
Location
1700 Kaliste Saloom Road, Building 5, Lafayette, LA, 70508
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Robert serves as a Director on the Board of Directors for St. Landry Bank since 2021. He is the Audit Committee Chair and attends monthly Audit Committee Meetings, dedicating a few hours per week.
Employment History
Current Registrations
Going Cpas and Wealth Advisors
State Registrations1 state
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.