Trilogy Capital, INC.
Assets Under Management
$2.6B
Number of Clients
8,537
Number of Advisors
70
Average Client AUM
$308K
AUM per Advisor
$37.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Trilogy Capital, Inc. is an investment management firm with locations in Arizona, California, Colorado, and Massachusetts. They offer discretionary and non-discretionary investment management and supervision services, financial consulting services, and retirement plan services. They also utilize sub-advisors and LPL Financial sponsored advisory programs.
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
Location
2601 Main Street, Suite 100, Irvine, CA, 92614