Brent Bentrim
Brent Bentrim is a registered investment advisor at Carolopolis Fiduciary Counsel, INC., based in Charleston, SC, with 14 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 77 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Carolopolis Fiduciary Counsel offers both discretionary and non-discretionary asset allocation services.
For non-discretionary accounts, you'll pay an annual advisory fee of 0.25% of your account's value, charged quarterly, with a minimum quarterly fee of $125.
For discretionary accounts, you'll pay an annual advisory fee up to 3.00% of your account's value, charged monthly, with a minimum monthly fee of $35.
CFC may also charge performance-based fees to qualified investors.
Location
Charleston, SC
Get directionsHistory
Regulatory History (2)
Judgment / Lien
August 2006Customer Dispute
June 2005Other Business Activities
Brent is involved with Bentrim, Inc., a financial technology firm.
Employment History
Current Registrations
Carolopolis Fiduciary Counsel, INC.
Previous Registrations
Carolopolis Family Wealth Management, INC.
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.