Kumar Patel is a registered investment advisor at Skybound Wealth USA, based in Houston, TX, with 2 years of industry experience. Kumar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 290 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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%.
Location
2700 Post Oak Boulevard, 21st Floor, Houston, TX, 77056
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Skybound Wealth USA
Previous Registrations
Devere USA INC.
State Registrations1 state
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