Randy Tam
Randy Tam is a registered investment advisor at Beyond Wealth Advisory LLC, based in South San Francisco, CA, with 32 years of industry experience. Randy 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 87 clients with $73M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beyond Wealth Advisory offers asset management and comprehensive portfolio management services. The maximum annual fee for these services is 2.00%. Fees are calculated based on the value of your investments and are deducted from your account monthly, in advance. Fees are negotiable.
Location
419 Grand Avenue, South San Francisco, CA, 94080
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Regulatory History (1)
Criminal
September 1983Other Business Activities
Randy is a co-owner with his spouse of C&R TAM, a tax preparation service, since 1995. His spouse owns the business.
Employment History
Current Registrations
Beyond Wealth Advisory LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Advisor Services, INC.Broker
Ameriprise Advisor Services, INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Fn Investment CenterBroker
State Registrations1 state
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.