FAQs

How much does it cost to affiliate with SagePoint Financial?
SagePoint's monthly affiliation fees are $304.41 This includes $191.08 for your Errors & Omissions insurance and fidelity bond coverage ($2 Million dollar per claim; $10k deductible) and $113.33 for your technology fee. Our technology fee includes:

• Albridge Solutions (OneView) for customized reporting
• Wealth Management Platform, our Advisory Services solution
• Advisor Office Automation including
  
  • Electronic Forms Library
  • E-signature Functionality
• Client Central Account Management
• Account supervision systems
• Email archive retention
• Basic NetX360 Access

 How many advisors and home office staff does SagePoint have?
We have approximately 1,740 advisors across the United States, with more than 530 home office staff based in our Phoenix, AZ headquarters and our sister locations.

Do you have a list of products you offer?
Yes, you can find a complete listing of our approved products here. 

Do you have an awards conference for top producers and/or an annual education conference?
Yes, SagePoint holds an annual top producer conference for those advisors who qualify. We also hold an annual education and business conference open to all SagePoint advisors and their staff.

What is your payout?
SagePoint offers a competitive payout that puts us among the industry leaders. If you have previous year’s production of $250,000 or more, we’d like to discuss the possibility of opening your own branch. If your production is under $250,000, we encourage you to contact us so we can introduce you to our local branch managers near you. More information about payout can be found here, but for a more customized accounting, please contact us.

Can I work out of my home office, or do you have space in an office?
You are welcome to work out of your home, or if you prefer, you can contact us to find an office near you.

What firm do you clear through?
SagePoint offers brokerage clearing support through Pershing, LLC; the world’s largest provider of brokerage services to independent professionals. Learn more about Pershing LLC here.

Do you allow advisors to have their own RIA?
Through SagePoint’s open architecture platform, we offer advisors the flexibility of having their own RIAs; we also offer the option to operate under the firm’s Corporate RIA.

Do you have an Insurance Division?
Yes. SagePoint’s Insurance Services Division enables you to utilize top carriers and partners to help increase your insurance production. This production counts towards your overall production goals when qualifying for top producer trips and awards conferences.