CarlAmos Johnson- Financial Advisor Peterborough, NH

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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

Number of Years with Current Firm

Work with the following types of clients

76861, Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Financial Advice & Consulting, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management

Compliance

Registered Investment Advisor

Acknowledged fiduciary

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^®, MBA, AIF^®

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

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, Hourly, Based on Assets

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.html

Paladin Advisors

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Paladin Research Report For:

Carl Amos Johnson

Grove Street Fiduciary, LLC