Timothy Macguire is a registered investment advisor at Eagle Bay Family Office, based in Maplewood, NJ, with 25 years of industry experience. Timothy 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
Maplewood, NJ
Get directionsHistory
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
Previous Registrations
Deutsche Bank Securities INC.Broker
Scudder Investor Services, INC.Broker
Deutsche Bank Securities INC.Broker
Investprivate, INC.Broker
National Securities CorporationBroker
Ust Financial Services CORP.Broker
Essex National Securities, INC.Broker
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.