John Burton is a registered investment advisor at Above & Beyond Investments, LLC, based in Bloomington, IN, with 10 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 109 clients with $11M 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 $500K | 1.60% |
| $500K - $1.0M | 1.32% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
5015 W State Road 46, Suite J, Bloomington, IN, 47404
Get directionsHistory
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 ActivitiesSells Insurance
John is an independent insurance agent with The Burton Group since 2012, selling various insurance products, and owns/manages Liberty Tax Service since 2004. He also serves as a managing member of Brookwood 79, LLC, a rental/real estate business, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Above & Beyond Investments, LLC
State Registrations2 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.