QUESTIONS
Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year
Net worth over $1 million, excluding primary residence (individually or with spouse or partner)
Investment professionals in good standing holding the general securities representative license (Series 7), the investment adviser representative license (Series 65), or the private securities offerings representative license (Series 82)
Directors, executive officers, or general partners (GP) of the company selling the securities (or of a GP of that company)
Any “family client” of a “family office” that qualifies as an accredited investor
For investments in a private fund, “knowledgeable employees” of the fund
Mastermind with top level entrepreneurs, business owners and CEOs.
you must have all three of these characteristics.
How to create a consistent FIRE in your life that increases your daily productivity.
TESTIMONIALS
-Raleigh Bailes, Wealth Adviser
-Daniel Barres, Tech Entrepreneur & Real Estate Investor
-Jason Bauer CEO, Cahill Bauer and Associates Accounting Firm
-Jason Walter, CEO, National Land Realty