Skybound Wealth Usa Fees & Minimum

Overview

Headquarters: Houston, TX
Total Firm Assets: $166 million
Average High-Net-Worth Client Portfolio Size: $1.5 million

Fee Disclosure

Source: ADV PART 2A (2026-09-18) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.50%
$500,001	$1,000,000	1.25%
$1,000,001	and above	1.00%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$13,750	1.38%
$5 million	$53,750	1.08%
$10 million	$103,750	1.04%
$50 million	$503,750	1.01%
$100 million	$1,003,750	1.00%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 42.14%
Number of High-Net-Worth Clients: 48
Total Client Accounts: 339
Discretionary Accounts: 34
Non-Discretionary Accounts: 305

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 313358

ADV PART 2A (2026-09-18) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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