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

2601 Main Street, Suite 100, Irvine, CA, 92614

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Regulatory 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.

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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.