Grove Street Fiduciary, LLC
Assets Under Management
$362.7M
Number of Clients
228
Number of Advisors
2
Average Client AUM
$1.6M
AUM per Advisor
$181.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Grove Street Fiduciary, LLC offers personalized wealth and trust advisory services, including financial planning and discretionary investment management. They gather client information to create tailored strategies, considering goals, risk tolerance, and liquidity needs. They primarily recommend ETFs, index funds, and no-load indexed mutual funds.
Fee Structure
Minimum Investment:$5M
Financial Planning:Included in AUM fee
Minimum Annual Fee:$12,000
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningBusiness OwnersHigh Net Worth
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Location
20 Grove Street, Suite 240, Peterborough, NH, 03458-0396
