Are you a "Qualified Client"? *

The SEC considers an individual to be a Qualified Client if either a) their net worth (together, in the case of a client that is a natural person, with assets held jointly with a spouse and excluding their primary residence/mortgage liability up to the fair market value of the residence) is at least $2,200,000 or b) are willing to have at least $1,100,000 in assets under management immediately after entering into the advisory contract with their investment adviser.

Yes

No

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