Carolina Hernandez
Carolina Hernandez is a registered investment advisor at Trilogy Capital, INC., based in Scottsdale, AZ, with 5 years of industry experience. Carolina 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
16427 N Scottsdale Road, #360, Scottsdale, AZ, 85254
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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
Carolina is an insurance agent for various carriers, selling life and health insurance. This activity takes about 10% of her time.
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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