Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Trilogy Capital charges a fee based on a percentage of your assets under management. They also offer financial consulting services for a separate fee. For retirement plans, fees are described in the Plan Sponsor Investment Management Agreement. Third-party managed programs have varying account minimum requirements. Additional information about fees can be found in the Manager’s Form ADV.
Areas of Practice
Advisor Information
Office location
One Derby Street, Suite 205, Hingham, MA, 02043
Get directionsRegulatory 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 Activities
David operates under several DBAs for his LPL business, including Flagship Wealth Management and Flagship Wealth powered by Trilogy. He also provides investment advisory services through Trilogy Capital, Inc., dedicating nearly full-time hours to these activities.