Carl Johnson is a CFP-designated registered investment advisor at Grove Street Fiduciary, LLC, based in Peterborough, NH, with 24 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 297 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fee for wealth and trust advisory services ranges from 0.60% to 1.50% per annum of investable assets, subject to a minimum annual fee of $12,000, which may be waived for certain legacy clients.
Fee Estimator
Contact
Carl Johnson
Location
20 Grove Street, Suite 240, Peterborough, NH, 03458-0396
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2020Other Business Activities
Carl is a managing member of 20 Grove Street Partners LLC, dedicating minimal time. He also serves in the US Navy Reserves, dedicating minimal time.
Employment History
Current Registrations
Grove Street Fiduciary, LLC
Previous Registrations
Ames Planning Associates INC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Our clients are families, trusts, and institutions desiring fiduciary services. We serve clients in the U.S. and abroad.