Need a Wealth Check-Up?
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Are you giving your wealth the attention it deserves? At KeyCity Capital, we know that 80% of your ability to grow your wealth depends on two factors—how much you pay in taxes and how well your investments perform. That’s why we offer our Wealth Check-up, a complimentary service designed to help you assess your financial health and uncover opportunities for growth.
The Wealth Check focuses on the four critical areas of wealth building: income, savings, investment performance, and tax mitigation. Most people have a handle on the first two, but the real potential lies in optimizing the rest. Let us help you make your money work as hard as you do and secure your financial future. Ready to take the first step? Schedule your Wealth Check today!
**Accredited Investor Definition: For an individual to be considered an accredited investor, he or she must have a net worth of at least one million US dollars, not including the value of one’s primary residence or have an income of at least $200,000 each year for the last two years (or $300,000 together with his or her spouse if married) and have the expectation to make the same amount this year.
*Important Disclosures
This is not an offer to sell, or a solicitation of an offer to buy, an interest in any fund (“Fund”). A complete description with information of a Fund and solicitation for offers will only be made through the Confidential Private Placement Memorandum for the Fund, and as it will be or has been supplemented (the “PPM”), so you should obtain the PPM and read it carefully before you invest in a Fund, particularly the risks identified and conflicts of interest discussion.
Every investor must be an “accredited investor” whose status as an accredited investor has been verified. An accredited investor, in the context of a natural person, includes anyone who has:
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**Disclaimer FOR ACCREDITED INVESTORS ONLY WRITTEN PROOF OF ACCREDITED INVESTOR STATUS MUST BE PROVIDED An accredited investor, in the context of a natural person, includes anyone who: • earned income that exceeded $200,000 (or $300,000 together with a spouse or spousal equivalent) in each of the prior two years, and reasonably expects the same for the current year, • has a net worth over $1 million, either alone or together with a spouse or spousal equivalent (excluding the value of the person’s primary residence), OR • holds in good standing a series 7, 65 or 82 license with a registered broker dealer. On the income test, the person must satisfy the thresholds for the three years consistently either alone or with a spouse or spousal equivalent, and cannot, for example, satisfy one year based on individual income and the next two years based on joint income with a spouse or spousal equivalent. The only exception is if a person is married within this period, in which case the person may satisfy the threshold on the basis of joint income for the years during which the person was married and on the basis of individual income for the other years. In addition, entities such as banks, partnerships, corporations, limited liability companies and nonprofits must satisfy their own accredited investor criteria. Of the entities that would be considered accredited investors and depending on your circumstances, the following may be relevant to you: • any trust, with total assets in excess of $5 million, not formed specifically to purchase the subject securities, whose purchase is directed by a “sophisticated person.” In this context, a “sophisticated person” means the person must have, or the company or private fund offering the securities reasonably believes that this person has, sufficient knowledge and experience in financial and business matters to evaluate the merits and risks of the prospective investment. • Any entity in which all of the equity owners are accredited investors. Source: Investor.gov