Advisor at Above & Beyond Investments, LLC
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Firm
Above & Beyond Investments, LLC
Location
Bloomington, IN 47404
Credentials
Series 65
Industry experience
10 years
John Burton is a financial advisor with Above & Beyond Investments, LLC in Bloomington, IN, holding a Series 65 designation and 10 years of industry experience. He also owns and manages Liberty Tax Service and works as an independent insurance agent through The Burton Group, selling various insurance products including fixed annuities and life insurance. Above & Beyond Investments, LLC is a solo registered investment adviser serving individuals, small businesses, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and qualified plan consulting, utilizing fundamental analysis and a combination of long- and short-term strategies tailored to each client’s goals and risk tolerance.
Based on Above & Beyond Investments, LLC
Financial planning flat fees up to $2,500 based on complexity; Qualified plan consulting services flat fee $250 - $2,500; Ongoing consulting one-time setup fee up to $375
$0 - $500,000: 1.6% annually $500,001 - $1,000,000: 1.32% annually $1,000,001 - $5,000,000: 1.0% annually $5,000,001+: 0.8% annually
Insurance products commissions received by John Burton, an affiliated insurance agent
Financial planning services at negotiable hourly rate of $250 per hour
Ongoing consulting services quarterly fee up to $750
Account minimum: $1,000 Fee-only: Financial planning hourly rate: $250 per hour; Fixed fees for financial plans up to $2,500; Qualified plan consulting flat fee $250 - $2,500; Ongoing consulting quarterly fee up to $750 plus one-time setup fee up to $375
5015 W State Road 46, Suite J
Bloomington, IN 47404
Indiana · Texas
Above & Beyond Investments, LLC
2015 - Present (11 years)
The Burton Group
2012 - Present (14 years)
Liberty Tax Service
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Cfci
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