Trilogy Capital is an investment management firm that offers discretionary and non-discretionary investment management, financial coaching, and general consulting services. Trilogy determines portfolio composition based on client needs, goals, and risk tolerance. They also offer retirement plan services to employer-sponsored retirement plans and their participants. Trilogy uses sub-advisors and independent managers for investment strategies.
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.