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Carl Amos Johnson

Grove Street Fiduciary, LLC

20 Grove Street
Suite 240

Peterborough, NH 03458

800-258-9939

About Grove Street Fiduciary, LLC

I help provide security and signficance for clients and their financial resources. I work with clients' investments and financial matters within a comprehensive and global strategy that is individually designed. To the exclusion of every other consideration, I and my colleagues operate and advise in the best interests of our clients. We are compensated directly by them so we retain complete independence and objectivity.

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General Information

Firm Start Year

1922

CRD#

4343732

Firm CRD#

107703

Name of Custodial Firm

Schwab, Vanguard, Fidelity

Years of Experience in Financial Services

22

Number of Years with Current Firm

21

Work with the following types of clients

76861, Businesses, Individual Investors

Advisory Services Provided

Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses

Services

Investment Types

Mutual Funds, Exchange Traded Funds (ETFs)

Can meet clients in the following ways

Your Office, Our Office, Your Home, Video Conference, Email, Phone

Compliance

Registered Investment Advisor

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, AIF®

Firm Information

Advisor's Number of Clients

240

Advisor's Number of Managed Clients

240

Advisor's Number of Planning Clients

240

Assets Managed by Advisor

$358,757,735

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$5,000,000

Compensation Methods

Flat Fee

Minimum Fee Charged for Managed Accounts

$12,000

Education

BA -

University of Illinois
-

MBA -

Jacksonville University
-

Disclosures

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Additional Detailed Disclosures

https://www.financialadvisor.net/disclosure/1886517/financialadvisor-grove-street-fiduciary,-llc-detailed-disclosure