HG
CFP
HG
CFP

Hazel Elizabeth Grolljahn

9 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
228 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$362.7M

Fee Structure

Minimum Investment:$5M
Financial Planning:Included in AUM fee
Minimum Annual Fee:$12,000
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Location

20 Grove Street, Suite 240, Peterborough, NH, 03458-0396

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Hazel is the secretary of 20 Grove Street Partners, LLC, dedicating minimal time to this role.

Employment History
Current Registrations
Grove Street Fiduciary, LLC
November 2016 - Present · 9 yrs 3 mos
State Registrations2 states
NHTX
Advisor
Exams
No exam information available for this advisor.
Hazel Elizabeth Grolljahn - Financial Advisor | TrueAdvisor