Hazel Grolljahn is a CFP-designated registered investment advisor at Grove Street Fiduciary, LLC, based in Peterborough, NH, with 9 years of industry experience. Hazel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. 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
Location
20 Grove Street, Suite 240, Peterborough, NH, 03458-0396
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Regulatory History
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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Hazel is the secretary of 20 Grove Street Partners, LLC, dedicating minimal time to this role.
Employment History
Current Registrations
Grove Street Fiduciary, LLC
State Registrations2 states
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