Often, investors can qualify as accredited without even knowing! Learn more about qualifications.
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QUALIFICATION CRITERIA
Individuals qualify if they meet the following criteria:
$1MM net worth, or $200K-$300K annual income (combined with spouse or domestic partner)
Determined based on specific licenses, positions, or fund knowledge levels.
$5MM assets, or owners qualify individually.
Speak to a person about your investment – immediately. We’re always available.
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CHOOSE THE OPTION THAT WORKS FOR YOU
Submit tax docs (W-2, 1099, 1040) – valid 12 months
Submit asset statements – valid 90 days
Submit accreditation letter:
Verifier’s name, license, contact, income/net worth- valid 90 days
Invest in Phoenix Energy. We offer fixed-rate corporate bonds for investors, with even higher rates available for larger investments. Our offerings are designed to meet a range of financial goals. Bonds may be purchased with qualified funds including some IRAs.²
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AVOID THESE PITFALLS
1
Asset statements, income documents, or verification letters older than 90 days won’t be accepted.
2
Investors often forget to include things like retirement accounts, private stock, or vested options in their net worth calculation.
3
For income-based verification, you must provide full tax returns (Form 1040) or W-2/1099s for two years — partial documents aren’t enough.
4
People with Series 7, 65, or 82 licenses often don’t realize that these automatically qualify them — no income or net worth proof needed.
5
Primary residence cannot be counted toward the $1M net worth requirement. Many people accidentally include home equity.
6
All documents must show the same full legal name as on your application — mismatched names slow or disqualify the process.
7
All documents must show the same full legal name as on your application — mismatched names slow or disqualify the process.
8
CPA or attorney letters must include the verifier’s name, license number, state of licensure, contact info, and signature.
9
If applying via a business or trust, documentation must prove the entity’s assets or structure, not just the individual’s.
