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Jean-Andre Corpuz

Eagle Bay Family Office
7 Years of Experience
New York, NY
1 Disclosure
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Jean-Andre Corpuz is a registered investment advisor at Eagle Bay Family Office, based in New York, NY, with 7 years of industry experience. Jean-Andre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 50 clients with $680M in assets under management.

Eagle Bay Family Office
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
50 clients
Average Client Portfolio
$13.6M average
Assets Under Management
$680.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees generally range between 0.50% and 1.50% based on portfolio size and composition, and are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

7 World Trade Center, 250 Greenwich Street, 46th Floor, New York, NY, 10007

Get directions

History

Regulatory History (1)
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Criminal
April 1991
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jean-Andre is a Managing Partner at Strategy-Partners, LLC, a carbon credit data/technology company, since June 2021. He dedicates about 10-20% of his time to business development strategy consulting.

Employment History
Current Registrations
Eagle Bay Family Office
December 2024 - Present · 1 yr 10 mos
Previous Registrations
Foreside Fund Services, LLCBroker
July 2015 - April 2016 · 9 mos
Acosta Financial Services, LLCBroker
January 2007 - October 2007 · 9 mos
Credit Suisse First Boston CorporationBroker
August 1996 - June 1998 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1994 - July 1996 · 2 yrs 4 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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