JL
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
6 advisors
Number of Clients
290 clients
Average Client Portfolio
$554K average
Assets Under Management
$160.6M
Fee Structure
Financial Plan Fee:$2,000 - $10,000
Hourly Rate:$750/hr
Investment management fees are negotiable, but shall not exceed 1.25% annually. Financial planning fees range from $2,000 to $10,000, depending on complexity and time spent. UK pension transfer services have initial fees (up to 3% on assets between £30,000 to £1,000,000, or up to 2% on assets over £1,000,000) and ongoing fees (up to 1.25% annually). Hourly fees are $750.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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Advisor Information
Office location
2700 Post Oak Boulevard, 21st Floor, Houston, TX, 77056
Get directionsRegulatory History
Clean regulatory record
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
Skybound Wealth Management Usa, LLC
June 2024 - Present · 1 yr 7 mos
Previous Registrations
Brite Advisors Usa, INC.
January 2018 - July 2024 · 6 yrs 6 mos
State Registrations3 states
CANYTX
Advisor
Exams
No exam information available for this advisor.