 866-462-4432 |
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Get maximum value for
minimal costs and fees.
SagePoint's monthly affiliation fees are $271.25. This includes $192.50 for your Errors & Omissions insurance and fidelity bond coverage ($2 Million dollar per claim; $10k deductible) and $78.75 for your technology fee. Our technology fee includes:
- Albridge Solutions (OneView) for customized reporting
- Advisor Office Automation including:
- LaserApp Electronic Forms Library
- E-signature Functionality
- VISION2020 Advisor, our Advisory Services platform
- Etc etc.
- Client Central Account Management
- Account supervision systems
- Email archive retention
- Basic NetX360 Access
For a detailed list of our costs and fees, simply contact us.
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- SagePoint’s costs and fees are highly competitive
- Our low monthly fee includes your technology platform access
- Basic technology fee includes Albridge and LaserApp
- Pershing statements include free cost basis
- Cost for basic affiliation is just $9.04* per day
*Based on 2009 average office core affiliation fees.
