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Net worth over $1 million, excluding primary residence (individually or with spouse or partner) Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year. Financial professionals with Series 7, 65 or 82 licenses also qualify.
Less Than - 10,000
10,000 - 50,000
50,000 - 100,000
100,000 - 250,000
More Than - 250,000
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Conservative
Moderate
Aggressive
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Immediate
1-3 months
3-6 months
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