George Coyle
George Coyle is a registered investment advisor at Triangulated Capital Management, LLC, based in Silver Lake, OH, with 3 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 13 clients with $4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TRICAP charges an annual management fee for portfolio management services:
- 0.75% for traditional portfolio management
- 1% for non-traditional portfolio management
Fees are calculated quarterly and deducted from the client's account. Fees may be waived or reduced for certain investors.
Location
Silver Lake, OH
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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 Activities
George is the owner and editor of Triangulated Research, LLC, a publisher of newsletters since 2013. The time commitment is variable.
Employment History
Current Registrations
Triangulated Capital Management, LLC
State Registrations1 state
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