New York Fee Simple, LLC provides investment advisory services to individuals. Services include portfolio management, investment advice, asset allocation guidance, investment selection, and ongoing monitoring of client portfolios. NYFS tailors its advisory services to the individual needs of each client. NYFS may provide educational seminars and presentations related to investment advisory topics.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fees are negotiable based on factors such as account size, complexity of the client’s financial situation, scope of services provided, and the nature of the advisory relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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