MQ
ChFC
MQ
ChFC

Michael Quigley

33 Years of Experience
Austin, TX
Sells Insurance

Michael Quigley is a ChFC-designated registered investment advisor at Beck Capital Management LLC, based in Austin, TX, with 33 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 414 clients with $500M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
9 advisors
Number of Clients
414 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$504.9M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.80%
$250K - $500K1.50%
$500K - $1.0M1.20%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.85%
$10M+0.75%

Fees are negotiable. Family and friends may have a lower fee or no fee. Some clients that were on a prior fee schedule may have a lower fee than the current schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Austin, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Michael may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products since 2020. He spends minimal time on this activity and does not actively sell, but may issue a policy as a favor.

Employment History
Current Registrations
Beck Capital Management LLC
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
February 2018 - September 2019 · 1 yr 7 mos
Signator Investors, INC.
April 2007 - December 2009 · 2 yrs 8 mos
Signator Investors, INC.Broker
November 2006 - December 2009 · 3 yrs 1 mo
Northwestern Mutual Investment Services,llc
October 2002 - November 2006 · 4 yrs 1 mo
Robert W. Baird & CO. IncorporatedBroker
February 1987 - January 2002 · 14 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
September 1983 - November 2006 · 23 yrs 2 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.