Talk To An Adviser

You can reach us directly by calling us between the hours of 8:30am and 5pm at each of our respective offices and we will immediately assist you.

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FAQs

Get To Know Your Advisor Facts & Questions

How are you remunerated?

Disclosure of the fees and costs you will pay is disclosed in the Skybound Wealth Management USA, LLC Form ADV which you will be provided and is available at the Investment Adviser Public Disclosure page www.adviserinfo.sec.gov.Your advisor is compensated on a salary basis. Additionally, commissions may be earned for certain US insurance products and services.

Can you recommend only a limited number of products or services to me? If so, why?

No, we can offer you a whole of market suite of products and have terms set up with many providers. If there is a provider we currently don’t have terms with, they can be set up very quickly.

What licenses do you or your firm hold? Are you registered with the SEC, a state, or FINRA?

Skybound Wealth Management USA, LLC is registered as an investment adviser with the Securities and Exchange Commission and noticed filed with various states where required. Its advisory representatives who are based in the United States are licensed at a minimum in the state where they maintain a place of business. Registration and licensing does not imply a certain level of skill or education and does not imply that any regulator approves or passes upon the advice or services offered or provided. Licensed advisory representatives typically means the individual has passed and maintains a Series 65,or a state accepted designation in the case of insurance products.

Where are you based and where is your office based in the United States?

From our office in the heart of Miami’s main financial district, Skybound's team of licensed advisory representatives provide advice to international investors across the country. Skybound Wealth Management, LLC is a division of Skybound Wealth Management, a global financial advisory firm with offices in Middle East, Central Europe and the UK.

What experience do you have dealing with people in a similar situation to mine?

Skybound has been helping people like you for over 20 years. Prior to opening Skybound Wealth Management, LLC, our team have decades of experience in many countries dealing with clients and holistic financial planning advice.

Talk To An Adviser

You can reach us directly by calling us between the hours of 8:30am and 5pm at each of our respective offices and we will immediately assist you.

Request A Call Back

By completing this form, you are consenting to receive telephone communication from Skybound Wealth Management USA, LLC, in accordance with our Privacy Policy.
Thank you!
Your call back request has been received and we will arrange for a member of our team to call you at your desired time.
Oops! Something went wrong while submitting the form