High net worth investors

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High net worth investors are those with personal net worth of at least $5 million who are currently active in the markets.[1]

These investors are typically taxable (like mutual funds, but unlike institutional investors), but their portfolio accounts are managed separately (unlike mutual funds, but like institutions).[2]


  1. High Net Worth Women and Men Investors. Center for Women's Business Research.
  2. "High net worth individuals (a.k.a. rich people)". Vault.