Desire Gonzalez is a registered investment advisor at Trilogy Capital, INC., based in Irvine, CA. Desire 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
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.