Advisor at Grove Street Fiduciary, LLC
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Firm
Grove Street Fiduciary, LLC
Location
Peterborough, NH 03458-0396
Credentials
CFP®
Industry experience
9 years
Hazel Grolljahn is a CFP® professional with nine years of industry experience, currently serving at Grove Street Fiduciary, LLC in Peterborough, NH. She has been with the firm since 2008, including its earlier incarnation as Ames Planning Associates, Inc. Outside of advisory work, she is secretary of 20 Grove Street Partners, LLC. Grove Street Fiduciary serves high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a globally diversified, asset-allocation strategy primarily based on ETFs, index funds, and no-load mutual funds, applying modern portfolio theory and cash flow analysis to tailor portfolios to client risk tolerance and time horizon.
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
Grove Street Fiduciary, LLC
2020 - Present (6 years)
Grove Street Fiduciary, LLC (fka Ames Planning Associates, Inc.)
2008 - 2020 (12 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
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