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866-462-4432

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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Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA, SIPC and SEC-registered investment adviser.

Securities may lose value. Not FDIC/ NCUA insured. Not Bank or Credit Union guaranteed.