In This Video:
Understanding your eligibility is a vital step for any investor looking to explore new opportunities in the private market. In this video, Fred Hubler, CEO of Creative Capital Wealth Management Group, demystifies the criteria required to be classified as an accredited investor (0:00–0:09).
According to the video, you qualify as an accredited investor by meeting either of these two financial benchmarks:
- Net Worth: You possess a net worth of at least $1 million, specifically excluding the value of your primary residence (0:10–0:13).
- Annual Income: You earn an annual income of at least $200,000 if you are single, or $300,000 if you are married (0:13–0:19).
Either the net worth threshold or the income requirement is sufficient to grant you this status (0:19–0:24). To hear the full explanation of these standards, check out the short video above.