DEVELOPING INNOVATIVE STRATEGIES FOR
WHAT IS A QUALIFIED INVESTOR?
Qualified Investors are individuals and institutions that meet a threshold established by the Securities and Exchange Commission for highly sophisticated investors.
Generally, qualified individual investors have at least 2.1 million in investment assets; institutions have at least 5 million.
Contact us for more details of the "qualified investor" definition.
SPECIAL FEES FOR QUALIFIED INVESTORS.
Qualified Investors are eligible for special fee structures not allowed by securities regulators for non-qualified investors. If you think you are a Qualified Investor and would like more information please contact us for details.
What do Qualified Investors want in an advisor?
Not all Qualified Investors want an advisor, but those who do tend to have common interests. They want an advisor they can trust, that has a history of success, and one that communicates.