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Carl + Amos Johnson - Financial Advisor in Peterborough, NH

Paladin Research Report For:

Carl Amos Johnson

Grove Street Fiduciary, LLC

AIF® CFP®
20 Grove Street
Suite 240
Peterborough, NH 03458
800-258-9939
Visit Website
http://www.grovestreetfiduciary.com/

About Carl Amos Johnson

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.

See Disclosures

General Information

Firm Start Year
  • 1922
CRD#
  • 4343732
Firm CRD#
  • 107703
Name of Custodial Firm
  • Schwab, Vanguard, Fidelity
Years of Experience in Financial Services
  • 22
Number of Years with Current Firm
  • 21
Work with the following types of clients
  • 76861, Businesses, Individual Investors
Advisory Services Provided
  • Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses

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

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, AIF®

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
  • Hourly, Based on Assets, Flat Fee
Minimum Fee Charged for Managed Accounts
  • $12,000

Education

BA -
  • University of Illinois
    -
MBA -
  • Jacksonville University
    -

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.paladinregistry.com/disclosure/1886517/paladinregistry-grove-street-fiduciary,-llc-detailed-disclosure

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  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
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