Skybound Wealth Management USA LLC

Item 5 - Fees And Compensation

Skybound Wealth Management USA, LLC charges fees for investment advisory services provided to clients. The firm’s advisory fees are
separate from and in addition to fees charged by custodians, investment platforms, trustees, third party investment managers, underlying
investment funds, and other service providers.

The total cost of investing may therefore include several layers of fees depending on the services provided and the structure of the client’s account.

Fees may vary depending on the scope and complexity of services, the size of the account, household relationships, and other relevant
factors. Any deviation from the firm’s standard fee schedule must be approved in accordance with the firm’s supervisory procedures.

Advisory fees and other costs associated with client accounts are described below.

Investment Management Fees
For clients receiving ongoing investment management services, Skybound generally charges an annual advisory fee based on a percentage of
assets under management.

This fee compensates Skybound for services that may include portfolio construction, investment selection, monitoring of investments,
portfolio rebalancing, ongoing advice, and periodic client reviews.

Standard Investment Management Fee Schedule

                                   Account Value                                                                          Annual Advisory Fee

                                   Up to $500,000                                                                               Up to 1.5 percent

                              $500,000 to $1,000,000                                                                        Up to 1.25 percent

                                  Above $1,000,000                                                                              Up to 1 percent

The advisory fee is typically charged quarterly unless otherwise specified in the client agreement.Fees may be negotiated in certain
circumstances based on factors such as:

 •	    total household assets
 •	    complexity of the engagement
 •	    scope of services provided
 •	    legacy client relationships

Any negotiated fee arrangements must be approved internally in accordance with the firm’s supervisory procedures.

Financial Planning Fees
Skybound may provide financial planning services as a standalone engagement or as part of an ongoing advisory relationship. Financial
planning services are separate from the Firm’s investment advisory services and may be provided independently or alongside portfolio
management services.

Planning services may include retirement planning, investment planning, cross border financial planning, pension planning, estate planning
coordination, and cash flow or wealth structuring advice.

In certain circumstances, Skybound may assist clients with coordinating estate planning activities, including facilitating access to estate
planning platforms or professionals. Skybound does not provide legal advice or draft legal documents.

Planning services may be billed in one of the following ways depending on the nature of the engagement.

                                    Service Type                                                                                 Fee Structure

                          Comprehensive financial plan                                                                              Fixed fee

                               Planning engagement                                                                                 Hourly fee

                          Ongoing advisory relationship                                                                         Monthly retainer

The specific fee structure will be agreed with the client before services begin and will be documented in the client agreement.

Clients who choose to utilize third party services or platforms in connection with estate planning may incur additional fees payable directly to
those service providers. These fees are separate from any fees charged by Skybound.

Copyright © 2023. Skybound Wealth Management USA, LLC dba Skybound Wealth USA All rights reserved. March 27 2026 Version 1.12
Skybound Wealth Management USA, LLC dba Skybound Wealth USA is registered with the SEC: CRD 313358. SEC No. 801-121157                              Page 9 of 29

UK Pension Transfer and Advisory Fees
In certain circumstances Skybound may provide advisory services relating to the review and potential transfer of UK pension arrangements.

These services may include analysis of an existing pension, preparation of a suitability report, and assistance with the implementation of a
recommended strategy.

Pension Advisory Fees

                                        Service                                                                                    Fee

                             Initial advice and analysis                                                        Up to 3 percent of assets transferred

                               Ongoing advisory fee                                                                   Up to 1.25 percent annually

The initial advisory fee is typically payable only if the client proceeds with a recommended transfer or restructuring of pension assets.

Ongoing advisory fees apply if the client engages Skybound for ongoing investment management following implementation.

Because Skybound receives compensation if a transfer occurs, this creates a financial incentive for the firm to recommend a transfer. This
represents a potential conflict of interest.

Clients are under no obligation to proceed with a transfer and should carefully consider whether retaining the existing pension arrangement
may be more appropriate. Pension transfers are not suitable for every client and clients are encouraged to seek independent advice where
appropriate.

Third Party Investment Manager Fees
...

Item 7 - Types Of Clients
Skybound primarily provides advisory services to individuals, families, retirees, pension related accounts, trusts, and estates. The firm also
works with clients whose circumstances involve cross border planning considerations or assets held across multiple jurisdictions.

Copyright © 2023. Skybound Wealth Management USA, LLC dba Skybound Wealth USA All rights reserved. March 27 2026 Version 1.12
Skybound Wealth Management USA, LLC dba Skybound Wealth USA is registered with the SEC: CRD 313358. SEC No. 801-121157                 Page 13 of 29