A complete list of active advisors currently associated with New York Fee Simple, LLC

Warmer can help you find a great advisor at New York Fee Simple, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at New York Fee Simple, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.