Accredited Investors
Accredited Investors
Accredited investors generally have access to investable assets of at least $250,000 and will invest more like corporate clients than the average individual retail client.
Investing goals for our accredited investors may include wealth building, wealth management, lifestyle planning, legacy planning, philanthropic goals, and retirement or second act planning.
Our fee-only, non-discretionary, and non-custodial model allows us to serve each client's needs and best interests with absolute integrity.
Who is an Accredited Investor?
An accredited investor is an individual with a net worth of $1 million or more and an annual income of $200,000 (single) or $300,000 (married, filing jointly), not including their primary residence, with the expectation of continued annual salary in that range. Accredited investors are sometimes called "High-net-worth (HNW)" clients because of these requirements.
Helping accredited investors maximize their assets and increase their philanthropic impact.
Options for Non-Accredited Investors
Accounts under $250,000 | Net-Worth under $1 million
Solopreneurs, startups, young professionals, growing or small-on-purpose organizations, and others that don't meet the corporate and accredited investor threshold may be eligible for services and accounts, but with different requirements and permissions that more accurately fit their needs.
At this level, you are likely to need some services and investment options similar to those of your larger counterparts, but scaled down to meet you right where you are, and designed to grow with you at your pace. You may also need services or investing options that the accredited investors don't.
Our fee-only fiduciary promise remains the same for every client: your needs and best interest will be served with absolute integrity at all times.
Ready to get started?
Let's schedule some time to talk.
832-738-7596
Helping non-accredited investors grow their finances personally and professionally.
Changing Advisors & Transferring Accounts
When it's time to make a change
Change happens. When your needs change, your plans change. Your service providers should be willing and able to accommodate your evolution. Sometimes that's not the case.
But change can feel difficult and overwhelming, and may seem like it's not worth the effort. So, when should you consider switching to a new provider, regardless of the industry?
Here's a list of signs that it's time for a change.
1. Poor communication/ frequent miscommunication
2. Decisions that don't match your goals/ conflict of interest
3. Personality or business culture conflict
4. Underperformance
5. Overcharging
6. Legal or ethical concerns
7. Outgrowing the provider's scope or capability
8. Mismatched business alignment/ wrong type of provider
9. Moving from DIY to a professional service/ outsourcing as you grow
10. Moving from an "inherited" provider to one of your own choosing
Whether you're ready to start the transition or you simply have questions about how it works, we're happy to consult with you on a decision that can make all the difference in the world, and is totally worth the effort.
Don't wait. It's time for a change.
832-738-7596
Transferring your existing accounts to Harris Financial Consulting is simple.