SagePoint Financial

Wealth Management Firm in Clackamas County, OR

Firm Info
Address: 8800 SE Sunnyside Rd #212n, Clackamas, OR 97015, USA
Phone: (503) 659-9118

Firm Size
Assets Under Management: $12.5 billion
# of Advisors: 927
# of Clients: 53,729
Client to Advisor Ratio: 58:1
Average Account Size: $231,832
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Other

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Sagepoint Financial, Inc. Overview

SagePoint Financial, Inc. is a fee-based registered investment advisory firm that has been in business since 2005. Located in Phoenix, AZ, the firm offers a variety of financial planning services to individuals and small businesses. Additionally, SagePoint Financial provides portfolio management for businesses and institutional clients. These services include the selection of other financial advisors to ensure clients receive the best advice possible. SagePoint Financial also offers pension consulting services, which can be highly beneficial to businesses looking to navigate the complexities of employee retirement plans. In addition to its financial services, the firm offers educational seminars and workshops to help clients make informed financial decisions. As both a broker-dealer and insurance broker/agent, the firm has a unique perspective on the financial industry, which allows it to provide clients with sound investment advice. SagePoint Financial's approach centers around customizing its services to meet each client's unique needs. With a seasoned team of financial professionals, the firm is dedicated to helping clients achieve their financial goals.

SAGEPOINT FINANCIAL, INC. serves a diverse array of clients, ranging from individual investors to large pension plans and government entities. They specialize in serving high net worth individuals and pooled investment vehicles, as well as charitable organizations and other corporate entities not listed. SAGEPOINT FINANCIAL, INC. recognizes the unique financial needs and goals of each type of client they serve, and customizes their approach to best meet their specific needs. When it comes to fee structures, SAGEPOINT FINANCIAL, INC. provides a variety of options depending on the service provided. For those seeking investment management services, they offer a percentage of assets under management (AUM) fee structure. Alternatively, they offer hourly rates for clients seeking financial planning or investment advice. Fixed fees are also available for certain services, and they are open to discussing other types of fees that may better suit a particular client's needs. SAGEPOINT FINANCIAL, INC. understands that each client has unique financial needs and goals, and they strive to provide flexible fee structures that work for each individual client.

Typical Clients, Fee Structures & Investment Minimum

SagePoint Financial, Inc. has different investment minimums for different programs. For their VISION2020 Wealth Management Platform - Advisor Managed Portfolios, the investment minimum is $50,000. The VISION2020 Wealth Management Platform - Unified Managed Account Program has a minimum of $5,500, but the specific minimum varies depending on the investment manager and asset allocation model chosen. Third Party Advisory Services are subject to their own minimums, and there is no minimum for Financial Planning, Consulting Services, Non-Discretionary Investment Services, or Retirement Plan Consulting.

How This Office Can Help Clackamas County, OR Residents

SagePoint Financial is a financial services firm that provides a range of personalized solutions to help clients in Clackamas County, OR achieve their financial goals. The firm offers various services such as retirement planning, investment management, tax planning, estate planning, and insurance. With a team of experienced advisors, SagePoint Financial provides tailored advice and solutions to meet the unique needs of each client. One of the key financial situations that someone living in Clackamas County, OR might be facing is retirement planning. With a large retirement population, many individuals are looking to ensure they have enough to retire comfortably. SagePoint Financial can help clients evaluate their retirement needs and develop a personalized plan to achieve their goals. Similarly, with the high cost of living in Clackamas County, many individuals may need assistance with financial planning and investment management to ensure their money is working for them. SagePoint Financial can provide guidance and support to help individuals make informed decisions about their finances.

To view the Minimum Investment and Fee Schedule for Sagepoint Financial, Inc., visit their Part 2 Brochure.

Services Offered by Sagepoint Financial, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Sagepoint Financial, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Other
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 8800 SE Sunnyside Rd #212n, Clackamas, OR 97015, USA
Phone (503) 659-9118
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 20 E. THOMAS ROAD, SUITE 2000, PHOENIX, AZ 85012, United States

This firm has no other locations.

State Registrations

Sagepoint Financial, Inc. is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Virgin Islands

Disciplinary History

Sagepoint Financial, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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