Beyond Wealth Advisory LLC

Beyond Wealth Advisory LLC is a financial advisor firm based in South San Francisco, CA, established in 2023. The firm specializes in providing a wide array of investment advisory services, including asset management and comprehensive portfolio management tailored to individual client needs. The firm is owned by Randy Tam, Isabella Tam, and Derek Tam. As a fiduciary, the firm is committed to acting in the best interest of clients. Clients are required to have a minimum account balance of $500,000 for the firm's services. The firm charges a maximum annual fee of 2.00% for asset management and comprehensive portfolio management services. For financial planning and consulting services, fees are charged on an hourly or flat fee basis, with a maximum hourly fee of $600 and flat fees not exceeding $10,000. The firm does not charge performance-based fees and does not receive commissions for securities sales in advisory accounts. Clients have investment discretion, and the firm does not accept proxy authority to vote client securities. The firm does not have custody of client funds and does not require prepayment of fees exceeding $500. The firm's management team includes Randy Tam and Isabella Tam, who hold various licenses and certifications in the financial industry. The firm's Chief Compliance Officer is Isabella Tam. Clients are encouraged to review the firm's Code of Ethics for further information on the firm's ethical standards and practices.