Joshua Beckerman is a registered investment advisor at Eagle Bay Family Office, based in New York, NY, with 3 years of industry experience. Joshua 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees generally range between 0.50% and 1.50% based on portfolio size and composition, and are negotiable.
Fee Estimator
Location
7 World Trade Center, 250 Greenwich Street, 46th Floor, New York, NY, 10007
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Eagle Bay Family Office
State Registrations1 state
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
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