Take the first step to enjoying the richer things in life. We provide financial well being through clarity, integrity and focus.
These are some of the most frequently asked questions we receive from customers. We hope you find the answers helpful.
The sec defines an accredited investor as an individual with a net worth of at least $1 million or an annual income of $200,000, or $300,000 for married couples, for at least three years.
The sec defines a sophisticated investor as an individual who has enough knowledge and experience in business matters to evaluate the risks and merits of an investment. in syndications which are offered through the 506b exemption, sophisticated, non-accredited investors are permitted to invest as long as they have a pre-existing relationship with the sponsor
yes. we currently support personal investment accounts, joint accounts, and certain entity accounts (trusts, limited liability companies, limited partnerships, c corporations, and s corporations). you will need to contact your ira, qrp, & 401k provider to obtain the required forms if investing with a retirement account. returns will be issued to the retirement account. discuss with your cpa & retirement plan custodian to learn more about the tax treatment.
Vinney Chopra is a Multifamily Investor, Syndicator, Educator, Motivator, Podcaster and Author.
Copyright © 2024. All rights reserved. Designed by iTechEra Solutions