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Jerry McIlhon, Senior Investment Advisor
Beck Capital Management LLC

Tel: 512-345-6789
2009 South Capital of TX Hwy #200
Austin, TX 78746
Beck Capital Management LLC | Financial Advisor in Austin ,TX

Tax Wise - Money Smart


About Beck Capital Management LLC

Jerry McIlhon is a registered investment advisor who is a 29 year veteran in the financial industry.

Fee-based RIA, provides wealth consultant and investment advisory services.

Click on our website to view our investment philosophy and personnel.

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General Information

Firm Start Year:   2009
No.of Employees:   5-9
Insurance License#:   1016912
Name of Custodial Firm:   Fidelity Institutional
States Licensed in:   Texas
Number of Years with Current Firm:   17
Work Experience:   See Bio
Work with the following types of clients:   Individual Investors, Businesses
Advisory Services Provided:   Financial Planning for Businesses, Financial Planning for Individuals, Financial Advice & Consulting

Services

Investment Types:   Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Stocks, Annuities, Insurance
Can meet clients in the following ways:   Our Office, Via Phone, Via Email, Your Home, Your Office

Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Annuity, Health, Life
Non-Financial Organization Memberships:   Hospice Austin

Firm Information

Firm's Number of Clients:   400
Firm's Number of Managed Clients:   400
Assets Managed by Firm:   $260million
Advisor's Number of Clients:   200
Advisor's Number of Managed Clients:   200
Assets Managed by Advisor:   $46 million AUM

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Based on Assets, Commissions
Fee % Based on Assets:   .75-1.8%
Minimum Fee Charged for Managed Accounts:   .75%

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Financial Services

Financial Advice & Consulting

We view every client relationship like a partnership in which we strive to help you analyze your situation and goals, identify opportunities, and then help you implement a plan which secures your retirement, reduces your taxes, thus increasing your wealth and comfort.

Financial Planning for Individuals

Beck Capital Management is committed to acting in our clients’ best interest. Registered Investment Advisory firms are held to a “higher standard” than the typical Broker/Dealer. We represent the interests of our clients rather than sell to them. In and of itself, it does not make us better people, but it eliminates most of the usual conflicts of interest.

Financial Planning for Businesses


Faqs

Do you have a customer satisfaction or refund policy?

Yes we have one.

Why should I choose you as my financial advisor?

We view every client relationship like a partnership in which we strive to help you analyze your situation and goals, identify opportunities, and then help you implement a plan which secures your retirement, reduces your taxes, thus increasing your wealth and comfort.

What are your qualifications? What is your education background?

I am a Senior Investment Advisor with Beck Capital Management and have been with Frank Beck since the inception of the company in 1997.

How do you charge for your services?

On a fee basis

How are you compensated? How will I pay for your services?

On a fee basis only for assets under management on a quarterly basis. For example, a 1 ml. account has an annual fee of 1%. That is billed quarterly at .25% per quarter.

SEE MORE  

    29 Years of Experience

  • CRD# 1730924
  • Insurance License# 1016912
  • SEC File# 801-62795
  • Series: 6, 63, 65

Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Austin Buda
Cedar Creek Cedar Park
Del Valle Driftwood
Dripping Springs Elgin
Georgetown Hutto
Kyle Leander
Manchaca Manor
Pflugerville Round Rock
Spicewood And surrounding areas
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