AM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
70 advisors
Number of Clients
8,537 clients
Average Client Portfolio
$308K average
Assets Under Management
$2.6B
Fee Structure
Minimum Investment:$25K
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
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
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Advisor Information
Office location
12520 High Bluff Dr., #140, San Diego, CA, 92130
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Trilogy Capital, INC.
November 2024 - Present · 1 yr 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.