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Paladin Research Report For:

Jerry McIlhon

Beck Capital Management LLC

Investment Advisor
2009 South Capital of TX Hwy #200
Austin, TX 78746
512-345-6789

About Jerry McIlhon

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.

See Disclosures

General Information

Firm Start Year
  • 2009
No. of Employees
  • 5-9
CRD#
  • 1730924
Firm CRD#
  • 152705
Insurance License#
  • 1016912
Name of Custodial Firm
  • Fidelity Institutional
States Licensed in
  • Texas
Years of Experience in Financial Services
  • 33
Number of Years with Current Firm
  • 27
Work Experience
  • See Bio
Work with the following types of clients
  • Businesses, Individual Investors
Foreign Languages Serviced
  • Spanish
Advisory Services Provided
  • Financial Planning for Businesses, Financial Advice & Consulting, Financial Planning for Individuals

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes

Qualifications & Membership

Certifications, Accreditations & Designations
  • Investment Advisor
Securities Licenses
  • Series 63, Series 6, Series 65
Insurance and Annuity Licenses
  • Disability, Life, Health, Annuity
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
  • $450,000,000
Advisor's Number of Clients
  • 200
Advisor's Number of Managed Clients
  • 200
Assets Managed by Advisor
  • $135,000,000

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%

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1841762/paladinregistry-Beck-Capital-Management-LLC-detailed-disclosure.html