Carolopolis Fiduciary Counsel (CFC) is a registered investment advisor that provides asset allocation services on both a discretionary and non-discretionary basis. CFC works with clients to determine their financial goals and calculates the minimum rate of return needed to achieve those goals. CFC also offers financial planning services, which may be comprehensive or segmented to focus on specific goals. For certain retirement plan participants, CFC provides recommendations on the appropriate mix of investments made available by their plan sponsor.
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.