A sophisticated investor is a high-net-worth investor who is considered to have a depth of experience and market knowledge that makes them eligible for certain benefits and opportunities.

These qualifications below are not a firm definition but can provide a general idea of who may be considered a sophisticated investor.

  1. A net worth in excess of $350,000, not including your primary residence; or.
  2. Historic and expected income of over $100,000 (or $200,000 for couples) in a calendar year