Trilogy Wealth offers wealth management services to individuals and high net worth individuals. These services include investment management, where they create a portfolio based on your goals and risk tolerance using mutual funds, ETFs, stocks, bonds, or options. They also offer financial planning services, which may include investment planning, retirement planning, personal savings, education savings, and insurance needs. Trilogy Wealth may refer clients to other specialists like accountants or attorneys.
Assets Under Management$0
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor. For certain Clients, wealth management fees are based on a fixed annual fee ranging up to 1.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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