Skybound Wealth Management Usa, LLC
Assets Under Management
$160.6M
Number of Clients
290
Number of Advisors
6
Average Client AUM
$554K
AUM per Advisor
$26.8M
Compensation
Fee-Only (AUM)
About This Firm
Skybound Wealth Management USA provides wealth management services tailored to individual needs. Services include discretionary or non-discretionary investment management, UK pension transfer assistance, and financial planning. They utilize third-party managers and model portfolios, with ongoing oversight to align with client objectives.
Fee Structure
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
Location
2700 Post Oak Boulevard, 21st Floor, Houston, TX, 77056