Jean-Andre Corpuz
Eagle Bay Family Office · New York, New York
Jean-Andre Corpuz is a fee-only financial advisor at Eagle Bay Family Office in New York, New York. Jean-Andre focuses on estate & legacy planning, family wealth transfer and tax planning. Eagle Bay Family Office reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Eagle Bay Family Office |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $680.8M across 475 accounts |
| SEC registration | Investment adviser representative in NY · CRD 2447459 |
| Exams passed | Series 63 (2015) · Series 65 (2024) |
| Firm size | 15 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.eaglebayfamilyoffice.com |
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Questions about Jean-Andre
Is Jean-Andre Corpuz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jean-Andre holds no broker registration, and Eagle Bay Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jean-Andre charge for financial advice?
Jean-Andre's firm, Eagle Bay Family Office, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jean-Andre Corpuz based?
Jean-Andre Corpuz is based in New York, New York.
What does Jean-Andre specialize in?
Jean-Andre's specialties include estate & legacy planning, family wealth transfer and tax planning. Jean-Andre works with multi-generational families.
Is Jean-Andre Corpuz registered with the SEC?
Yes. Jean-Andre Corpuz is registered as an investment adviser representative in NY (CRD 2447459), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Eagle Bay Family Office manage?
Eagle Bay Family Office reports $680.8M across 475 accounts in assets under management.
How do I contact Jean-Andre Corpuz?
Through Jean-Andre's website, www.eaglebayfamilyoffice.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Eagle Bay Family Office website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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