Simon Krinsky is a CFA-designated registered investment advisor at Pathstone, based in New York, NY. Simon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 2,244 clients with $110B in assets under management.
Compensation
Firm Size
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Fee Structure
Pathstone determines investment management fees based on the specific services selected, account size, complexity, and scope of the relationship. Fees are typically structured as an asset-based fee with fixed or tiered percentage points and breakpoints, though fixed fees, performance-based fees, or comprehensive fees may also apply. Because Pathstone acquired multiple legacy organizations, fee schedules vary by office location and client history. All fee arrangements are fully negotiable and agreed upon in a written contract prior to onboarding.
Location
850 3rd Avenue, 19th Floor, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pathstone
State Registrations1 state
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