What is Your Legal Name?
Which of the Following Options Pertain to You?
Are you an Accredited Investor?
Accredited Investors have an annual income in excess of $200,000 (or $300,000 joint income) for the last two years and expectation of the same for the current year, or household net worth in excess of $1 million, not including your primary residence.
Do You Have a Financial Advisor?
What is Your Overall Investment Portfolio Size?
What is Your Desired Allocation?