Mychal Eagleson
Mychal Eagleson is a CFP-designated registered investment advisor at An Exceptional Life Financial, LLC, based in Indianapolis, IN, with 12 years of industry experience. Mychal 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 →Other Business Activities
Mychal is an instructor for the CERTIFIED FINANCIAL PLANNER (CFP®) education program through Dalton Education (Cerifi) since January 2024, dedicating about a quarter of his time. He spends a minimal amount of time during market hours on this activity.
Employment History
Current Registrations
An Exceptional Life Financial, LLC
Previous Registrations
Bkd Wealth Advisors, LLC
Schwab Private Client Investment Advisory, INC.
Eagleson Financial Planning
State Registrations3 states
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