George Seybolt
George Seybolt is a registered investment advisor at Eagle Bay Family Office, based in Boca Grande, FL, with 46 years of industry experience. George 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
Boca Grande, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1999Other Business Activities
George is the Treasurer of the Teton Valley Ranch Camp Foundation, dedicating minimal time. He is also a Trustee for the Calvert H Seybolt Rev Trust and the Santin Children Trusts.
Employment History
Current Registrations
Eagle Bay Family Office
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Prudential Securities IncorporatedBroker
Prudential Securities Incorporated
Salomon Smith Barney INC.Broker
Lehman Brothers INC.Broker
Loeb PartnersBroker
State Registrations3 states
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.