Justin Simmons
Justin Simmons is a registered investment advisor at Beck Capital Management LLC, based in Austin, TX, with 18 years of industry experience. Justin 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $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
Location
2009 S. Capital of Texas Hwy., Suite 200, Austin, TX, 78746
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Justin is an insurance agent contracted with various insurance companies, selling fixed insurance and fixed and equity indexed annuities since 2015. He spends a few hours per week on this investment-related activity.
Employment History
Current Registrations
Beck Capital Management LLC
Previous Registrations
Partnervest Advisory Services LLC
Ameriprise Financial Services, INC.
State Registrations3 states
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.