ABOVE & BEYOND INVESTMENTS, LLC

RIASEC Registered

Total AUM

$13.2M

Discretionary

$13.2M

100% of AUM

Avg account

$78.8K

Accounts

168

Employees

Advisory reps

Firm details

Headquarters: BLOOMINGTON, Indiana
CRD number: 227786
Website: www.abovebeyondinvestments.com
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals69.39%
HNWI30.61%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Above & Beyond Investments, LLC operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families and positions itself as a capital allocator. Its billing approach is flexible, including percentage-of-AUM fees as well as hourly and fixed-fee arrangements and other fee structures. Beyond investment advice, the firm performs insurance brokerage and accounting work and lists a range of advisory services: financial planning, portfolio management for individuals and small businesses, selection of other advisers, educational seminars/workshops and pension consulting services. The firm is not identified as an active ESG investor and is not described as a multi-state adviser.