George Seybolt is a registered investment advisor at Eagle Bay Family Office, based in Boca Grande, FL, with 45 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 103 clients with $950M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Bay offers investment management services for an annual fee based on the value of your portfolio. This fee typically ranges from 0.50% to 1.50% per year, depending on the size and composition of your portfolio and the services provided. The fee is calculated monthly or quarterly in advance based on the market value of your investments. Eagle Bay may negotiate a different fee rate for certain client holdings, such as assets held away or alternative investments.
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.