Jerry McIlhon

Beck Capital Management LLC

2009 South Capital of TX Hwy #200

Austin, TX 78746

512-345-6789

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.

General Information

Firm Start Year

2009

No.of Employees

5-9

CRD#

1730924

Insurance License#

1016912

Name of Custodial Firm

Fidelity Institutional

States Licensed in

Texas

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

See Bio

I 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

I can meet clients in the following ways

At my office, Via Phone, Via Email, At your home, At your office

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

Qualifications & Membership

Certifications, Accreditations & Designations

Senior Investment Advisor

Securities Licenses

Series 63, Series 6, Series 65

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

Commissions

Fee % Based on Assets

.75-1.8%

Minimum Fee Charged for Managed Accounts

.75%

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