David Mcdonough is a registered investment advisor at Trilogy Capital, INC., based in Hingham, MA, with 31 years of industry experience. David 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
Get directionsHistory
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 Activities
David operates under several DBAs for his LPL business, including Flagship Wealth Management and Flagship Wealth powered by Trilogy. He also provides investment advisory services through Trilogy Capital, Inc., dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Trilogy Capital, INC.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Flagship Wealth Management
Raymond James Financial Services, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Salomon Smith Barney INC.Broker
Intersecurities, INC.Broker
Pml Securities CompanyBroker
Pruco Securities CorporationBroker
State Registrations22 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.