Grove Street Fiduciary, LLC
Assets Under Management
$362.7M
Number of Clients
228
Number of Advisors
2
Average Client AUM
$1.6M
AUM per Advisor
$181.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Grove Street Fiduciary, LLC provides personalized wealth and trust advisory services, including financial planning and discretionary investment management. They gather client information to determine investment objectives, risk tolerance, and financial goals. Recommendations address investment analysis, risk management, retirement, education, estate, benefits, tax, cash flow, and business planning. They primarily recommend ETFs, index funds, and no-load indexed mutual funds.
Fee Structure
The annual fee for wealth and trust advisory services ranges from 0.60% to 1.50% of investable assets, subject to a minimum annual fee of $12,000, which may be waived for certain legacy clients. The fee is billed and payable quarterly in arrears based on the average daily balance. There is an initial consultation fee of $1,000. Subsequent meetings are $450 per hour. For clients with $5 million or more of investable assets, the initial consultation is complimentary.
Areas of Practice
Location
20 Grove Street, Suite 240, Peterborough, NH, 03458-0396
