Advisor at Carolopolis Fiduciary Counsel, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Carolopolis Fiduciary Counsel, Inc.
Location
Charleston, SC
Credentials
Series 63, Series 65
Industry experience
14 years
Brent Bentrim is the sole advisor at Carolopolis Fiduciary Counsel, Inc., based in Charleston, SC, with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Carolopolis Fiduciary Counsel since 2002. Outside of his advisory role, he is involved with Bentrim, Inc., a financial technology firm. Carolopolis Fiduciary Counsel provides investment advisory and financial planning services to individual investors, retirement plan participants, and plan sponsors. The firm employs a quantitative investment process that scores multiple asset classes and uses low-cost index ETFs, offering both discretionary and non-discretionary advice, including ERISA fiduciary services.
Based on Carolopolis Fiduciary Counsel, Inc.
Based on Carolopolis Fiduciary Counsel, Inc.
Plan Sponsor Services may be charged a flat fee depending on the nature of the work
Financial Planning fees are $250.00 per hour billed in quarter-hour increments; Plan Sponsor fees billed hourly or flat fee depending on agreement
Performance-based fees charged to qualified investors under Rule 205-3; flat annual fee of 0.20% of account value at inception plus 0.20% of gains above monthly hurdle return (1/12 of Target Annualized Return); no performance fee if account value is less than net contributions or annualized return below target after 36 months
Minimum fee: Discretionary Asset Allocation Services minimum monthly fee of $35.00; Non-Discretionary Asset Allocation Services minimum quarterly fee of $125.00
Charleston, SC
South Carolina
Caropololis Fiduciary Counsel, Inc.
2002 - Present (24 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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