Trilogy Advisors offers investment management services to individuals, high net worth individuals, and retirement plans. They create customized investment strategies based on your goals, risk tolerance, and financial situation, using low-cost, diversified mutual funds and exchange-traded funds (ETFs). Trilogy Advisors may also use individual stocks, bonds, or options contracts. They monitor your portfolio and may reallocate positions to meet your objectives or due to market conditions. They may recommend independent managers for a portion of your portfolio.
Assets Under Management$200K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$200K
Fee Structure
Minimum Investment:$2.5K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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