Skip to content

BOOK A CHAT

Ed Rogan

Owner/Co-Founder

Office Number: (267) 436-1727

Percy Nikora

Owner/Co-Founder

Office Number: (267) 436-1727

Take the Next Step Here
 
TERMS: In order for an individual to qualify as Accredited, an investor must typically meet at least one of the following criteria:
  • Any natural person who has earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year.
  • Any natural person who has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence).
  • A Sophisticated Investor is a non-accredited investor who is defined as someone that has superior knowledge of business and financial matters.