Eagle Bay provides investment advisory and family office services. Their family office services include business planning, cash flow forecasting, trust and estate planning, and more. For investments, Eagle Bay manages client portfolios, allocating assets among mutual funds, exchange-traded funds, and independent investment managers. They also may recommend investments in privately placed securities. Eagle Bay tailors its services to each client's needs, considering their risk tolerance and financial situation.
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.