Jerry McIlhon

Tel: (512) 345-6789
2009 South Capital of TX Hwy #200
Austin, TX 78746

Tax Wise - Money Smart

Beck Capital Management LLC | Financial Advisor in Austin ,TX

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.

29 Years of Experience


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

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
I work with the following types of clients:   Individual Investors , Businesses


Services
Investment Types:   Exchange Traded Funds (ETFs) , Alternative Investments , Stocks , Bonds , Annuities , Insurance
I can meet clients in the following ways:   At my office , Via phone , Via email , At your office , At your home


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Annuity , Life , Health
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


Compliance
Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Commissions , Based on Assets
Fee % Based on Assets:   .75-1.8%
Minimum Fee Charged for Managed Accounts:   .75%



FAQs

  • Do you have a customer satisfaction or refund policy? Yes we have one.
  • 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.
  • What is your approach to financial planning? We take every client's individual needs into account in order to customize a plan for income and investing.
  • What services do you offer? We offer Institutional style money management for the retail client. Our investment style of sector rotation and a cash prudent management approach works well and makes sense in our opinion.
  • How many clients do you currently manage? We have approximately 400 families.
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Jerry McIlhon

Jerry McIlhon

Senior Investment Advisor

My 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


My Team


Frank Beck
Frank Beck

President and CIO

Frank began his career in 1978 and has distinguished himself as an authority on investing. Frank has appeared on CNBC, Fox Business News and Bloomberg television. He is a contributing author to Forbes Magazine and is quoted in the Wall Street Journal. He has been an analyst and investment manager since 1997, using his economics and statistical mathematics background to guide his philosophy of Sector Rotation Management. Frank graduated from the University of Texas in 1977 and now lives with his wife Debbie, and his two sons, Victor & Hunter. He enjoys coaching youth baseball, teaching ?mathemagic?, and playing golf.


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

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