Business Description |
Jerry Mcilhon is a registered investment advisor who is a 25 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. |
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General Information |
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| Insurance License#: |
1016912
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| Name of Custodial Firm: |
Fidelity Institutional
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| States Willing to do Business in: |
ALL
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| Years of Experience in Financial Services: |
25
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| Number of Years with Current Firm: |
10
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| I work with the following types of clients: |
Businesses, Individual Investors
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Education |
| Academic Background |
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University of Northern Iowa
Marketing/Finance
25 years of experience |
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Services |
| Investment Types: |
Stocks, Bonds, Options & Futures, FOREX & Currency, Alternative Investments
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Registered Financial Consultant (RFC)
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| Securities Licenses: |
Series 6, Series 63, Series 65
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| Insurance and Annuity Licenses: |
Disability, Health, Life, Annuity
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| Non-Financial Organization Memberships: |
Lake Travis Chamber of Commerce
Lake Travis Rotary Club
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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| Firm's Number of Clients: |
400
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| Firm's Number of Planning Clients: |
250
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| Firm's Number of Managed Clients: |
400
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| Assets Managed by Firm: |
$150million
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| Advisor's Number of Clients: |
200
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| Advisor's Number of Managed Clients: |
200
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| Advisor's Number of Planning Clients: |
200
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| Assets Managed by Advisor: |
$25million
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Compliance |
| Registered Investment Advisor: |
Yes
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| Investment Advisor Representative: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Fee Structure: |
I am a fee-based financial professional
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| Minimum Portfolio Size for New Managed Accounts: |
$200,000
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| Compensation Methods: |
Based on Assets, Commissions
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| Fee % Based on Assets: |
1-1.6%
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| Minimum Fee Charged for Managed Accounts: |
1.6%
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| Prepared By: |
Jerry McIlhon |
