Jerry serves as an investment advisor at Beck Capital Management (BCM), guiding his clients to their appropriate portfolio type, as well as providing a financial plan that will keep them on track to meet their goals. Jerry joined Frank Beck and his predecessor company, Capital Financial Group, in 1997. Prior to joining Frank, he spent 11 years in the financial services industry. First, managing his own insurance agency, and then as the Area Director of the city of Austins Deferred Compensation Plan. The transition to BCM allowed him to continue serving his client base by shifting the focus to their post-retirement investment and planning needs.
At BCM, we employ an investment philosophy based on Sector Rotation, a strategy that allows us to focus on specific industries while avoiding the sectors of the market that are out of favor. This stands in direct contrast to the cookie-cutter approach of investing in a basket of mutual funds and/or exchange-traded funds (ETFs). The portfolios at BCM are custom-tailored to the individual and are aligned with their specific tolerances to risk and volatility. All investment decisions are made in-house, which avoids the typical layering of investment fees.
There is no doubt that next to marrying his lovely bride of 23 years, Janet, this was easily the best decision he ever made. Besides spending time with Janet and his five grandchildren, Jerry loves exploring the Austin culinary scene and a good round of golf when he can fit one in.
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: | 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 |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Alternative Investments, Bonds |
| Can meet clients in the following ways: | Phone, Email, Your Office, Our Office, Your Home |
Qualifications & Memberships |
| 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% |
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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