Accredited Investor

An Accredited Investor, as defined under SEC Reg D, must have a net worth of at least $1 million or annual income of at least $200,000.

While most brokers and advisors seek out Accredited Investors for the obvious reason, remember that no matter how large or small your portfolio is, you're entitled to personal attention and honesty. You also have the right to expect your broker or advisor to give you the assistance you need to help grow your wealth. After all, it benefits you both!