Affiliation options
to meet every business model.

SagePoint Financial offers a range of flexible affiliation options designed to meet your specific goals for success.

As an Independent Advisor, you’ll be able to spend as much time as possible doing what you do best – working face-to-face with your clients. We’ll give you the service and support you need to help ensure the success of your business.

Becoming a Branch Advisor in an established office provides tremendous opportunities for growth – giving you the advantages of independence without the responsibilities of running an office.

Employee advisor opportunities are also available, but are only in limited areas. Our Advisor Select® model makes you a corporate employee of SagePoint, yet you still own your own book of business while experiencing the balance between freedom—to serve your clients and your own entrepreneurial spirit—and security—including health benefits and savings programs.

If your preference is a fee-based program, SagePoint enables you to affiliate with us as a Registered Investment Advisor in the manner that best suits your particular business model: Corporate, Independent or Hybrid. Whichever affiliation option you prefer, our focus will be on providing you with the service, support and resources you need to grow a thriving practice.