FAQ

Q. Who is a typical client of Wagner, Loftin Investment Services?

 

Q. Are you accepting new clients?

 

Q. Do you require a minimum asset level to become a client?

 

Q. Who is SagePoint Financial, Inc.?

 

Q. Who is Pershing LLC?

 

Q. Are you employed by SagePoint Financial, Inc. or Pershing LLC?

 

Q. Who watches Wagner, Loftin Investment Services?

 

Q. Do I have to sell my current investments to work with Wagner, Loftin Investment Services?

 

Q. Do you offer any insurance services?

 

Q. Is my Pershing account covered by the SIPC?

 

Q. What are your fees?

 

Q. What is included in your fees?

 

Q. How often will I receive reports from Wagner, Loftin Investment Services?

 

Q. In the event of a natural disaster or national emergency, will I still be able to contact Wagner, Loftin Investment Services and access my account?

 

Q. What is your policy protecting my privacy?

 

Q. Can I view my account(s) on line?

 

Q. Can I stop all the paper I am receiving in the mail?