Company Details
Approximate AUM
$2B
Fee model
Broker Dealer
Insurance
Capital Source
Private Equity
Number of completed Acquisitions
6
Custodians
LPL
Schwab
Description
Trilogy was founded in 1999 by Jeff Motske and Kevin Macintosh to establish a firm that incorporates investment, tax, and protection planning for their clients, which at the time was revelatory. In 2016, Trilogy had a significant change to incorporate an RIA and begin using their investment philosophy to enhance financial plans. Today, Trilogy Capital has grown to over $2B in managed AUM with a firm total of over $4B.
Locations
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Match confidence
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video Overview
Getting started
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Acquisition Model
Acquisition Structure
Full Acquisition
Equity offered
Yes
Earn out offered
Deal Terms
Max Cash: 100%
Max Equity: 50%
Post Acquisition sharing of growth incentives
Percentage of top-line revenue or salary with a bonus. This is dependent on the size of the seller.
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video Overview
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Mandatory Points of Alignment
Brand Adoption
Seller is permitted to co-brand.
Centralized Operations
Calendar
There is great flexibility for partners/advisors regarding their calendar, however, they must request approval for unique calendar needs or time off requests.
Financial decision making
Trilogy maintains a centralized P&L.
Client Experience
Practice Management
Investment management autonomy
Match confidence
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video Overview
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Advisor Value Proposition
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video Overview
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AUM Growth
Over the past five years, buyer have experienced remarkable growth in their Assets Under Management (AUM). This expansion is the result of strategic initiatives and market positioning.
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Recent News
Big Tax Bill? Proactive Strategies to Minimize Your Future Tax Burden
As the saying goes, there are only two certainties in life: death and taxes. According to the IRS, in fiscal year 2023, the agency collected nearly $4.7 trillion in gross taxes, processed 271 million tax returns and other forms, and issued about $659 billion in refunds. With such a vast sum collected, chances are many taxpayers faced significant tax bills. Even though taxes cannot be avoided, there are strategies to help you manage your tax liability come mid-April each year.
Big Tax Bill? Proactive Strategies to Minimize Your Future Tax Burden
As the saying goes, there are only two certainties in life: death and taxes. According to the IRS, in fiscal year 2023, the agency collected nearly $4.7 trillion in gross taxes, processed 271 million tax returns and other forms, and issued about $659 billion in refunds. With such a vast sum collected, chances are many taxpayers faced significant tax bills. Even though taxes cannot be avoided, there are strategies to help you manage your tax liability come mid-April each year.
Big Tax Bill? Proactive Strategies to Minimize Your Future Tax Burden
As the saying goes, there are only two certainties in life: death and taxes. According to the IRS, in fiscal year 2023, the agency collected nearly $4.7 trillion in gross taxes, processed 271 million tax returns and other forms, and issued about $659 billion in refunds. With such a vast sum collected, chances are many taxpayers faced significant tax bills. Even though taxes cannot be avoided, there are strategies to help you manage your tax liability come mid-April each year.
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video Overview
Getting started
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There are all of the data points that we look at to help you find your match.
