Trilogy Capital is an investment management and financial planning firm with headquarters in Irvine, California, and additional locations in Arizona, Colorado, and Massachusetts. Operating primarily under the business name Trilogy Financial, the firm helps high-net-worth individuals, families, trusts, estates, and profit-sharing plans build, manage, and preserve their wealth. Trilogy Capital offers discretionary and non-discretionary investment management through globally diversified risk-based portfolios, utilizing internal strategies as well as third-party managers and model portfolios. In addition to portfolio management, the firm provides financial coaching and advanced planning services covering budgeting, tax strategies, education funding, retirement planning, and estate planning. Trilogy Capital also advises employer-sponsored retirement plans, including 401(k) and pension plans.
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.