Charles Skinner
Charles Skinner is a CFP-designated registered investment advisor at An Exceptional Life Financial, LLC, based in Indianapolis, IN, with 22 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 406 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.00% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
5455 W 86th St, Suite 205, Indianapolis, IN, 46268
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
An Exceptional Life Financial, LLC
Previous Registrations
Watermark Wealth Management, LLC
Summit CPA Group
Skinner Financial Services
State Registrations3 states
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