Carolopolis Fiduciary Counsel, Inc. is an adviser based in Charleston. It manages $6.64 million of regulatory assets for 53 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of South Carolina.
Carolopolis Fiduciary Counsel provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Carolopolis Fiduciary Counsel, Inc. is $6.64 million. The firm's AUM has gone down by -79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Carolopolis Fiduciary Counsel, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Carolopolis Fiduciary Counsel, Inc. performs its advisory services is located at 49 Archdale Street, Suite 2 E, Charleston, SC 29401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 843-278-0061 or by fax 888-819-3724. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.carolopolis.net.