Mark Hammill
Mark Hammill is a registered investment advisor at Trilogy Capital, INC., based in Irvine, CA, with 14 years of industry experience. Mark 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
2601 Main Street, Suite 100, Irvine, CA, 92614
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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
Mark is a co-founder and creative director at V Group Inc, owner of Mark Hammill Graphic Design, and an investment advisor representative (IAR) with Trilogy Capital, Inc. He also engages in real estate rental and sells non-variable insurance products, dedicating a few hours per week to each.
Employment History
Current Registrations
Trilogy Capital, INC.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
National Planning CorporationBroker
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.