Advisor at Grove Street Fiduciary, LLC
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Firm
Grove Street Fiduciary, LLC
Location
Peterborough, NH 03458-0396
Credentials
CFP®, Series 63
Industry experience
24 years
Carl Johnson is a CFP® with 24 years of industry experience and has been with Grove Street Fiduciary, LLC for 10 years. He has a military background, serving in the United States Navy and currently in the Navy Reserves. Johnson is also a managing member of 20 Grove Street Partners LLC. Grove Street Fiduciary serves high-net-worth individuals, trusts, and various organizations by providing personalized wealth and trust advisory services. The firm employs a globally diversified, asset-allocation approach using primarily ETFs, index funds, and no-load mutual funds, with a focus on tailored financial planning and discretionary asset management.
Based on Grove Street Fiduciary, LLC
Based on Grove Street Fiduciary, LLC
0.60% to 1.50% per annum (range depending on client circumstances)
Initial consultation fee $1,000; subsequent meetings $450 per hour; initial consultation complimentary for clients with $5 million or more investable assets
Account minimum: $5,000,000 Minimum fee: $12,000 minimum annual fee, may be waived for certain legacy clients
20 Grove Street, Suite 240
Peterborough, NH 03458-0396
New Hampshire · Texas
United States NAVY
2020 - Present (6 years)
Grove Street Fiduciary, LLC
2016 - Present (10 years)
United States NAVY
1992 - 2017 (25 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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, Series 66
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The Oakes Financial Group
CFP®
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Grove Street Fiduciary, LLC
Series 65
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Series 65
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Monadnock Capital Partners, LLC
Series 63, Series 65
New Boston, NH
Steward Partners Investment Advisory, LLC
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