Trilogy Financial Solutions focuses on retirement planning and investing, primarily through Individual Retirement Accounts (IRAs), but also offers advisory services for other types of accounts. Services are tailored to individual client needs by creating an investment plan designed to meet their goals. Trilogy Financial Solutions also provides debt counseling and financial coaching services.
Assets Under Management$1.6M
Clients13
Advisors1
Avg. per Client$120K
Avg. per Advisor$1.6M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $750K | 1.30% |
| $750K+ | 1.00% |
Annual management fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...