Haley Hazem is a registered investment advisor at Skybound Wealth USA, based in Olathe, KS, with 8 years of industry experience. Haley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 339 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are standard maximums and are negotiable based on account size, household assets, and complexity.
Fee Estimator
Location
Olathe, KS
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Regulatory History
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 →Other Business Activities
Haley works for Prime Capital Investment Advisors, LLC as a Registered Investment Advisor. This takes nearly full-time hours.
Employment History
Current Registrations
Skybound Wealth USA
Previous Registrations
Private Client Services, LLCBroker
Prime Capital Financial
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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