Hazel Grolljahn is a CFP-designated registered investment advisor at Grove Street Fiduciary, LLC, based in Peterborough, NH, with 9 years of industry experience. Hazel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 297 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.60% to 1.50% annually depending on client circumstances and are negotiable. Subject to a $12,000 minimum annual fee.
Fee Estimator
Location
20 Grove Street, Suite 240, Peterborough, NH, 03458-0396
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Hazel is the secretary of 20 Grove Street Partners, LLC, dedicating minimal time to this role.
Employment History
Current Registrations
Grove Street Fiduciary, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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