Carolopolis Family Wealth Management, Inc. (Charleston)

Carolopolis Family Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Carolopolis Family Wealth Management: assets under management

The assets under management (AUM) of Carolopolis Family Wealth Management, Inc. is $31.68 million. The firm's AUM has grown by 476% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.08 million in discretionary accounts and $27.6 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $83.31 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.45 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Carolopolis Family Wealth Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed 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.

Based in Charleston

The principal office where Carolopolis Family Wealth Management, 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.

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