Eric Johnson
Eric Johnson is a registered investment advisor at Trilogy Capital, INC., based in San Diego, CA, with 11 years of industry experience. Eric 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
12520 High Bluff Drive, Suite 140, San Diego, CA, 92130-3044
Get directionsHistory
Regulatory History (1)
Criminal
April 2002Other Business ActivitiesSells Insurance
Eric is an agent for non-variable insurance (life, health, disability, LTC) through Trilogy Financial Services Inc, dedicating about a quarter of his time. He is also an Investment Advisor Representative (IAR) with Trilogy Capital, Inc., spending about 10-20% of his time providing investment advisory services. Finally, Eric is a trustee for the John & LeeAnn Johnson Family Trust, spending minimal time and receiving no compensation.
Employment History
Current Registrations
Trilogy Capital, INC.
Previous Registrations
LPL Financial LLCBroker
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.