Kaylee Bjarnason
Kaylee Bjarnason is a registered investment advisor at An Exceptional Life Financial, LLC, based in Indianapolis, IN, with 2 years of industry experience. Kaylee 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
Kaylee owns The Age of Ether, selling products related to spiritual healing, dedicating about 10-20% of her time. She also works as a personal shopper for Shipt, spending minimal time on this activity.
Employment History
Current Registrations
An Exceptional Life Financial, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.