Desire Gonzalez
Desire Gonzalez is a registered investment advisor at Trilogy Capital, INC., based in West Covina, CA, with 1 years of industry experience. Desire 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
1000 Lakes Drive, Suite 325, West Covina, CA, 91790
Get directionsHistory
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
Desire works as an insurance agent for various carriers, selling life and health insurance. This activity takes about 10% of her time and is not investment-related.
Employment History
Current Registrations
Trilogy Capital, INC.
State Registrations1 state
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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