Grove Street Fiduciary is a registered investment advisor based in Peterborough, New Hampshire, providing wealth and trust advisory services since 1991. The firm combines personalized financial planning with discretionary investment management, tailoring portfolios to each client's specific goals, risk tolerance, and time horizon. Services cover financial planning, retirement planning, education planning, estate planning, tax planning, cash flow planning, and business planning. Grove Street Fiduciary primarily recommends exchange-traded funds, index funds, and no-load indexed mutual funds, implementing investments through third-party custodians such as Charles Schwab. The firm generally requires a minimum of $5,000,000 in investable assets, though this minimum may be waived at their discretion.
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.
