Eagle Bay Advisors operates as a multi-family office providing investment advisory and family office services to individuals and families, including high-net-worth clients, trusts, estates, and business entities. Eagle Bay Advisors manages client portfolios on a discretionary or non-discretionary basis, primarily allocating assets among mutual funds, exchange-traded funds, and independent investment managers, while also considering private placements and legacy positions. Family office services encompass business planning, cash flow forecasting, trust and estate planning, financial reporting, investment consulting, insurance planning, retirement planning, risk management, charitable giving, distribution planning, tax planning, and manager due diligence. Eagle Bay Advisors tailors its advisory services to match each client's specific risk tolerance, time horizon, and liquidity needs.
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.