Dale Sarpard is a registered investment advisor at Trilogy Capital, INC., based in Hingham, MA, with 8 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 8,537 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Trilogy Capital charges a fee for investment management services, calculated monthly based on the average daily value of your portfolio. The maximum fee is 2.25%, but the specific fee is set forth in your Investment Advisory Agreement and may vary based on factors like account size and portfolio complexity. Fees are deducted directly from your account by the custodian. Trilogy Capital may aggregate asset amounts in accounts from your same household together to determine the advisory fee for all your accounts.
Location
25 Recreation Drive, Suite 106, Hingham, MA, 02043
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Regulatory 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.
Employment History
Current Registrations
Trilogy Capital, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.