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Carl + Amos Johnson - Financial Advisor in Peterborough, NH

Paladin Research Report For:

Carl Amos Johnson

Grove Street Fiduciary, LLC

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

General Information

CRD#
  • 4343732
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
  • 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

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

Education

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

BASIC INFORMATION NEEDED FOR THE INQUIRY