Ka Leung is a CFP-designated registered investment advisor at Beyond Financial Services, based in Fremont, CA, with 15 years of industry experience. Ka operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 115 clients with $180M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
39560 Stevenson Place, Suite 111, Fremont, CA, 94539
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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 Activities
Ka owns rental real estate properties and is the President and an advisor for Beyond Financial Services, an independent RIA. Ka dedicates about half of their time to Beyond Financial Services and minimal time to the rental properties.
Employment History
Current Registrations
Beyond Financial Services
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Millar Financial
Raymond James Financial Services Advisors, INC
MML Investors Services, INC.Broker
State Registrations14 states
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