Cynthia Nelson is a registered investment advisor at Eagle Bay Family Office, based in Guaynabo, PR, with 2 years of industry experience. Cynthia 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
Guaynabo, PR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Eagle Bay Family Office
State Registrations2 states
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