What does SagePoint financial do?
As part of the nation's largest network of independent wealth management firms, we provide the technology, marketing, practice management, and investment solutions you need to grow your business.
Who does SagePoint clear through?
We provide clearing services through either Pershing, or National Financial Services (NFS). A clearing firm works with various financial exchanges to handle confirmation, delivery and settlement of your financial transactions.
Who owns the Advisor Group?
Reverence Capital Partners
Is SagePoint Financial a fiduciary?
As a fee-based firm, certain advisors that are affiliated with SagePoint Financial can earn commissions from the sale of specific insurance products or securities. While this creates a potential conflict of interest, the firm's inherent fiduciary duty legally requires it to act in clients' best interests at all times.