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New York Fee Simple, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
New York Fee Simple, LLC is a state-registered investment adviser that provides portfolio management and securities-related investment advice to individuals (including high-net-worth clients), trusts, estates, family entities, and certain private companies or investment vehicles. The firm reported no discretionary or non-discretionary assets under management as of the brochure date.
The firm uses a combination of qualitative and quantitative analysis—such as fundamental, financial statement, and macroeconomic review—to tailor investment recommendations and offers both discretionary and non-discretionary management with periodic and event-driven reviews. NYFS also provides educational seminars and presentations and offers a mix of asset-based, hourly, fixed, and project-based engagements, and may, for qualified clients, recommend private placements or performance-based arrangements.
Distinctive aspects include that the firm’s sole management person is also a registered representative of a broker-dealer and conducts separate brokerage activities in that capacity, a relationship disclosed by the firm as a potential conflict of interest. The firm also conducts paid or complimentary educational workshops and provides engineering and real estate–related consulting as separate outside business activities (limited in time and separately contracted), practices that the brochure identifies and discloses as separate from its investment advisory services.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Active portfolio management
Real estate investing
Private / alternative investments
Fee options
Fixed fees of $1,000 per engagement; fixed educational seminar fees ranging from $250 to $7,500 depending on seminar type
$300 per hour
1.00% of net profits charged to qualified clients under a separate written agreement
Fee-only: Hourly fee of $300 per hour; fixed fees of $1,000 per engagement; project-based fees agreed upon in advance
Main office location
New York Fee Simple, LLC
Brooklyn NY, United States
Number of offices
1
Most active in
New York Fee Simple, LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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