Jerry McIlhon has over 25 years of experience in the financial services industry. During his career, he has guided investors in both the private and public sectors. His tenure as the Director of the City of Austin's deferred compensation plan is particularly noteworthy. Under his direction from 1991 to 1997, the plan grew from 3,000 to over 7,000 participants with total assets growing from $30 million to over $100 million during that time.
Jerry joined Frank Beck in 1997. Since then, his focus as an Investment Advisor at BCM has shifted to the post-retirement financial needs of clients. Jerry has worked with hundreds of retirees, helping them achieve dependable income, appropriate asset growth, and tax-efficient disposition of assets during their lifetimes and for legacy purposes. Jerry also has an insurance business called Jerry McIlhon, LLC.
Jerry lives in Austin with his wife Janet. The McIlhons always know and enjoy the top restaurants in Austin.
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.
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.
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: | 26 |
| Work Experience: | See Bio |
| Work with the following types of clients: | Individual Investors, Businesses |
| Foreign Languages Serviced: | Spanish |
| Advisory Services Provided: | Financial Planning for Businesses, Financial Advice & Consulting, Financial Planning for Individuals |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Alternative Investments, Insurance, Annuities, Stocks, Bonds |
| Can meet clients in the following ways: | Phone, Our Office, Your Home, Email, Your Office |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Health, Disability, 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: | $77 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% |
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. |
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. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 5:00 PM |
| 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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