Skybound Wealth USA helps individuals, families, and internationally mobile clients build, manage, and preserve their wealth over the long term. The firm offers ongoing investment management and financial planning services, including retirement planning, cross-border financial planning, estate planning coordination, and pension transfer assistance (such as United Kingdom pension transfers). Portfolios are constructed using a disciplined framework that combines centralized research with personalized guidance from designated advisors. Skybound Wealth USA utilizes exchange-traded funds, mutual funds, individual securities, and diversifying investments like structured products to match each client's specific risk tolerance and goals. The firm operates as part of an international network of financial services companies, offering connections to affiliated providers for specialized needs such as insurance or mortgages when appropriate.
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.