Beck Capital Management LLC

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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

Firm CRD#

152705

Insurance License#

1016912

Name of Custodial Firm

Fidelity Institutional

States Licensed in

Texas

Years of Experience in Financial Services

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

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

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

Firm's Number of Managed Clients

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.paladinregistry.com/disclosure/1893065/paladinregistry-Beck-Capital-Management-LLC-detailed-disclosure.html

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