Above & Beyond Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Above & Beyond Investments provides portfolio management, financial planning and qualified plan consulting to individuals, small businesses, trusts, estates and charitable organizations. The firm generally charges percentage-of-AUM portfolio management fees and may place client assets with third‑party managers or co‑advisors for implementation.
The firm documents client goals, time horizons and risk tolerances to create tailored allocations and uses fundamental analysis as part of its investment process, implementing advice either directly or via co‑advisors and third‑party managers. ABI maintains regular monitoring and client contact, including a quarterly review cadence and ongoing consulting meetings that cover tax review, investment review, insurance review and a year‑end planning session.
ABI is notable for its close integration with other financial services: the managing member operates a tax preparation business and firm representatives act as licensed insurance agents who receive commissions, relationships the brochure discloses as potential conflicts of interest. The firm also highlights specific pension/qualified plan consulting offerings (flat fees disclosed at $250–$2,500), a co‑advisor arrangement with a named portfolio manager that includes an incentive‑sharing program, and a formalized quarterly meeting schedule.
Client services
Expertise
Fee options
Financial planning flat fee up to $2,500; Qualified plan consulting flat fee $250 - $2,500; One-time setup fee up to $375 plus quarterly fees up to $750 for ongoing consulting
$0 - $500,000: 1.6% annually $500,001 - $1,000,000: 1.32% annually $1,000,001 - $5,000,000: 1.0% annually Over $5,000,001+: 0.8% annually
Advisor representatives receive commissions from insurance product sales as licensed insurance agents
$250 per hour for financial planning services
Ongoing consulting quarterly fee up to $750 plus one-time setup fee up to $375
Account minimum: $1,000 Minimum fee: $15 quarterly service (technology) fee Fee-only: Hourly fees for financial planning at $250/hr; Fixed fees for financial planning 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
Main office
5015 W State Road 46, Suite J
Bloomington IN 47404
Advisors at this office
1
Most active in
Indiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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