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Austin, TX 78746
512-345-6789
Tax Wise - Money Smart
About Beck Capital Management LLC
Beck Capital Management has been helping individuals, families, and businesses manage their investments since 1997. Our mission is to offer an alternative to the one-size-fits-all approach common in the industry. We utilize in-house, custom-built portfolios, designed to align with each client's goals and risk tolerance - often with lower fees than larger, layered institutions.
We serve high-net-worth individuals, including retirees, successful professionals, executives, and business owners. We view our client relationships as true partnerships, and as financial fiduciaries, we are committed to putting the interests of our clients first, building lasting partnerships based on trust, transparency, and results.
See Disclosures
General Information
Firm Start Year
2009
No. of Employees
5-9
Firm CRD#
152705
Insurance License#
1016912
Name of Custodial Firm
Fidelity Institutional
States Licensed in
Texas
Years of Experience in Financial Services
33
Work with the following types of clients
Businesses, Individual Investors
Foreign Languages Serviced
Spanish
Advisory Services Provided
Financial Advice & Consulting, Financial Planning for Businesses, Financial Planning for Individuals
Services
Investment Types
Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Alternative Investments, Bonds
Can meet clients in the following ways
Your Office, Email, Your Home, Our Office, Phone
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, 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
$500,000,000
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
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893065/retirementplanning-Beck-Capital-Management-LLC-detailed-disclosure.html