Jean-Andre Corpuz is a registered investment advisor at Eagle Bay Family Office, based in New York, NY, with 6 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 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
7 World Trade Center, 250 Greenwich Street, 46th Floor, New York, NY, 10007
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Regulatory History (1)
Criminal
April 1991Other 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
Previous Registrations
Foreside Fund Services, LLCBroker
Acosta Financial Services, LLCBroker
Credit Suisse First Boston CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.