Carolopolis Fiduciary Counsel, Inc.

Overview

Carolopolis Fiduciary Counsel, Inc. is an independent, owner-operated registered investment adviser that focuses on serving individuals and families. The firm provides financial planning and portfolio management for individual and small-business clients. Its compensation options include a percentage-of-assets fee, hourly billing, and performance-based arrangements, reflecting flexibility to structure engagements by client need and mandate type. The adviser reports it is not a capital allocator and does not identify as an active ESG investor or a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives