Carl Amos Johnson, CFP^®

MBA, AIF^®

CEO

Grove Street Fiduciary, LLC

20 Grove Street, PO Box 396
Peterborough, NH 03458

+ 1 More Location

Grove Street Fiduciary, LLC

2094 Black Hawk Lane
Dixon, IL 61021

FINANCIAL ADVISOR'S WEBSITE

www.grovestreetfiduciary.com

(800) 258-9939

+1 More Number

(603) 924-9939

CONNECT WITH Carl

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Our fees are transparent and generally tax deductible: 1.0% annual fee on accounts up to $3 million ($12,000 minimum fee) and 0.8% annual fee on accounts $3 million and above. Clients have found that we provide a value that exceeds the cost.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$2,000,000

My Links

Company Website

General

Carl Johnson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Grove Street Fiduciary, LLC in Peterborough, NH and the surrounding communities.

Financial Advisor Overview

Grove Street Fiduciary was principally built to deliver expert investment and planning advice, without bias, for clients in a world that often underestimates risk and is prone to hurried decisions. We have been quietly helping our clients plan and make sound investments for more than 27 years. Successfully. Locally. Globally.

Financial Advisor Experience

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Accredited Investment Fiduciary (AIF^®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Clients can have investments anywhere, but we generally recommend Schwab as a custodian. That is flexibility.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Bankruptcy, Business Taxes, Estate Planning, Disaster Recovery, Corporate Finance, Investment Management, Government & Military, Employee Benefits, Limited Partnerships, Getting Married, Identity Theft, Irregular Income, Mutual Funds, Real Estate, Insurance, Job Loss, Minority Financing, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Long-term Care, Tangible Assets, Medical & Health Issues, Sudden Wealth, Special Needs, Personal Taxes, Women's Finances