Eagle Bay Family Office fees and pricing
Financial planner in New York, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Eagle Bay Family Office charges $150-$1,000 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$1,000/hr
“These fees are negotiable, but generally range from $150 to $1,000 per hour when charged on an hourly basis and between 25 and 150 basis points (0.25% – 1.50%) when based on an assetbased arrangement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Eagle Bay Family Office bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the event the Wealth Management Agreement is terminated, the fee for the final billing period is prorated through the effective date of the termination and the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate.”
- “Alternatively, clients may elect to have Eagle Bay send a separate invoice for direct payment.”
How Eagle Bay Family Office’s fees compare
- Its hourly rate of $150-$1,000 spans the New York median of $300. 92% of the 301 other New York planners that publish an hourly rate charge less.
- 57 of the 69 other planners in New York that publish an hourly rate charge less.
About Eagle Bay Family Office
- Firm size: 15 employees.
- Registered as an adviser: 2015 (11 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 50
- Employees
- 15
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $680,792,794
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 281675
- Phone
- (212) 634-7879
Can advise clients in 6 states: California, Florida, Massachusetts, New York, Oregon, Texas
Other planners in New York that publish fees
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- Allegory AdvisoryNew York$240/hr
- Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
- American Centurion Financial LLCNew York$475/hr
- American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
- Amvoy WealthNew York$1,000-$20,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.