Overview
- Headquarters
- New York, NY
- Total Firm Assets
- $4.7 billion
- Average High-Net-Worth Client Portfolio Size
- $4.0 million
- Stated Minimum Account Size
- $3,000,000
Recent Rankings
Barron's 2024:
96
Fee Disclosure
Source: KLINGENSTEIN, FIELDS & CO., LLC FORM ADV PART 2A (2025-03-31)
· View brochure text
Latest filing: KLINGENSTEIN, FIELDS & CO., LLC FORM ADV PART 2A (2026-03-30)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $50,000 | 1.00% |
| $10 million | $100,000 | 1.00% |
| $50 million | $500,000 | 1.00% |
| $100 million | $1,000,000 | 1.00% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 83.07%
- Number of High-Net-Worth Clients
- 977
- Total Client Accounts
- 1,309
- Discretionary Accounts
- 1,287
- Non-Discretionary Accounts
- 22
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 105907
- KLINGENSTEIN, FIELDS & CO., LLC FORM ADV PART 2A (2026-03-30) · View brochure text
- KLINGENSTEIN, FIELDS & CO., LLC FORM ADV PART 2A (2025-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗