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Carl Amos Johnson, CFP®, AIF®
Grove Street Fiduciary, LLC

Tel: 800-258-9939
20 Grove Street
Suite 240
Peterborough, NH 03458

About Grove Street Fiduciary, LLC

I help provide security and signficance for clients and their financial resources. I work with clients' investments and financial matters within a comprehensive and global strategy that is individually designed. To the exclusion of every other consideration, I and my colleagues operate and advise in the best interests of our clients. We are compensated directly by them so we retain complete independence and objectivity.

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General Information

Name of Custodial Firm:   Schwab, Vanguard, Fidelity
Number of Years with Current Firm:   21
Work with the following types of clients:   Individual Investors, Businesses, 76861
Advisory Services Provided:   Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Risk Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Financial Planning for Businesses, Money Management

Services

Investment Types:   Exchange Traded Funds (ETFs), Mutual Funds
Can meet clients in the following ways:   Your Home, Our Office, Via Phone, Via Email, Your Office, Video Conference

Firm Information

Advisor's Number of Clients:   240
Advisor's Number of Managed Clients:   240
Advisor's Number of Planning Clients:   240
Assets Managed by Advisor:   $358,757,735

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $5,000,000
Compensation Methods:   Flat Fee, Based on Assets, Hourly
Minimum Fee Charged for Managed Accounts:   $12,000

Education

BA   University of Illinois
MBA   Jacksonville University

Compliance

Registered Investment Advisor:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


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