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
16427 N Scottsdale Road, #360, Scottsdale, AZ, 85254
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
Carolina is an insurance agent for various carriers, selling life and health insurance. This activity takes about 10% of her time.