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
400 Trade Center, STE 4850, Woburn, MA, 01801
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 ActivitiesSells Insurance
Dale works as a Wealth Advisor and Insurance Agent for Trilogy Financial Services since 2016. He dedicates about 10-20% of his time to this role, which includes selling fixed insurance products.