Jerry McIlhon

Beck Capital Management LLC

2009 South Capital of TX Hwy #200

Austin, TX 78746
(512) 3456789

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

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

Compliance

Registered Investment Advisor

Yes

Registered Representative

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 65, Series 6, Series 63

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

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets

Fee % Based on Assets

.75-1.8%

Minimum Fee Charged for Managed Accounts

.75%

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