SagePoint Financial

Wealth Management Firm in Meridian, ID

Firm Info
Address: 105 E Idaho Ave, Meridian, ID 83642, USA
Phone: (208) 888-0936

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

Get Connected with a Financial Advisor

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Sagepoint Financial, Inc. Overview

SagePoint Financial, Inc. is a registered investment advisory firm that has been in business since 2005. The firm is headquartered in Phoenix, AZ and operates under a fee-based fee arrangement. As a broker-dealer and insurance broker/agent, SagePoint Financial provides investment advice to both individuals and small businesses. SagePoint Financial offers a range of services, including financial planning, portfolio management, pension consulting services, and selection of other advisors. The firm's portfolio management services are available to both individual and institutional clients. Additionally, SagePoint Financial provides educational seminars and workshops to help clients make more informed investment decisions. With a proven track record of success and a strong commitment to providing clients with the highest level of service possible, SagePoint Financial has become a trusted partner to many individuals and businesses seeking to build and protect their wealth. Whether clients are looking to plan for retirement, grow their net worth, or simply manage their investments more effectively, SagePoint Financial has the expertise and experience needed to help them achieve their goals.

SAGEPOINT FINANCIAL, INC. is a comprehensive financial services firm, providing guidance and support to a diverse range of clients. The firm serves a range of clients, including individuals, high net worth individuals, pension or profit sharing plans, pooled investment vehicles, charitable organizations, state or municipal government entities, and other corporation types not listed. They offer a tailored approach to fit the unique financial planning needs of each client, ensuring that they receive the care and attention they deserve. SAGEPOINT FINANCIAL, INC. offers a variety of fee structures depending on the type of service provided. The firm provides fee-based advisory services. The fees charged can be a percentage of assets under management or hourly depending on the service provided. Fixed fees are also available for particular services, and other types of fees may be available depending on the client’s circumstances. The goal is to ensure that clients receive transparent fee arrangements, which enable them to be confident that they're receiving the best advice possible without any hidden charges for services provided. Overall, SAGEPOINT FINANCIAL, INC. prides itself on providing an affordable and transparent fee structure that allows clients to feel confident in their financial planning decisions.

Typical Clients, Fee Structures & Investment Minimum

From the note in their Part 2 Brochure, the investment minimum for SAGEPOINT FINANCIAL, INC. varies depending on the program. For the VISION2020 Wealth Management Platform – Advisor Managed Portfolios, the minimum is $50,000. For the Unified Managed Account Program, the minimum is $5,500 but varies according to the investment manager and asset allocation model selected. Each Third Party Advisory Service sets 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 Meridian, ID Residents

SagePoint Financial is a full-service financial planning and investment firm that offers customized financial solutions to clients in Meridian, ID. With over 30 years of experience, the team at SagePoint Financial has helped individuals and families manage their finances through all stages of life. Some of the specific financial situations a Meridian resident may be facing that SagePoint Financial can assist with include retirement planning, estate planning, college planning, managing debt, and navigating tax implications. Retirement planning is essential for Meridian residents who wish to maintain their lifestyle in their golden years. SagePoint Financial can help clients create a personalized plan, calculate retirement income, and establish investment strategies that align with their specific goals and needs. Another crucial area for Meridian residents is estate planning, including creating a will or trust, handling probate, and ensuring beneficiaries are protected. SagePoint Financial can also help families navigate the complex world of college savings and financial aid, manage debt, and reduce the impact of taxes on their financial wellbeing. Overall, SagePoint Financial is dedicated to helping Meridian residents achieve their financial goals and secure their financial futures.

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 105 E Idaho Ave, Meridian, ID 83642, USA
Phone (208) 888-0936
Directions
Google My Business Reviews:
3 Stars

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.