Skybound Wealth USA offers wealth management services tailored to individual client needs. They provide investment advice on a discretionary or non-discretionary basis, helping clients design financial plans suited to their circumstances, investment objectives, and risk tolerance. Skybound USA may recommend unaffiliated money managers or investment platforms. They also offer financial planning services as a standalone service or alongside investment management, covering investments, tax planning, asset allocation, and retirement planning. Skybound USA also provides services for UK pension transfers.
Fee Structure
Skybound Wealth USA charges an annual percentage-based fee for investment management services for US domestic accounts, not to exceed 1.25% annually. The fee is based on the fair market value of the client’s account assets. Fees are negotiable. Skybound USA may recommend third-party investment managers, which can add up to 0.5% in fees, resulting in a maximum total advisory fee of 1.75%.