Dale Sarpard is a registered investment advisor at Trilogy Capital, INC., based in Hingham, MA, with 9 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 8,388 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum investment advisory fee is 2.00%. Fees vary by account size, complexity, and account activity, and may be negotiated. Related client households can link accounts for fee breakpoint calculations.
Fee Estimator
Location
25 Recreation Drive, Suite 106, Hingham, MA, 02043
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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
Dale works as a Wealth Advisor and Insurance Agent for Trilogy Financial Services since 2016. He dedicates about 10-20% of his time to this role, which includes selling fixed insurance products.
Employment History
Current Registrations
Trilogy Capital, INC.
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.
Exams
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