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Client Profilequestadmin2019-10-07T22:18:03-08:00

Client Profile

You can download the Private Client Group Profile file and fill it out and email or fax it back to us.

Or if you prefer you can fill out the following form:

Private Client Profile

1a. Full Name:

Address

1b. Mailing Address:

1c. City:

1d. State:

1e. Zip Code:

1f. Home Phone:

1g. Business Phone:

1h. Email Address:

1i. Country of Citizenship:

1j. Age:

Marital Status

Single

Married

Divorced

Widowed

3. Number of Dependents:

4a. Spouse's Full Name:

4b. Spouse's Age:

5a. Employment Status:

Employed

Self-employed

Retired

5b. Employer:

5c. Position/Title:

5d.How long have you been retired (years):

6a. What type of Investment Accounts do you currently have? (Please select all that apply):

6b. Other, please specify:

7. If retirement plans, type of plans:

8. Annual Income:

< $100,000

$100,000 - $250,000

$250,001 - $500,000

> $500,000

9. Net Worth:

< $500,000

$500,000 - $1,000,000

$1,000,000 - $2,000,000

> $2,000,000

10a. Does your Net Worth indicated in #9 include real estate (physical real estate, not REITS):

Yes

No

10b. If YES, what is the fair market value of the real estate?

10c. What is the outstanding mortgage on all real estate you own?

11. Liquid Net Worth, excluding primary residence (i.e., investments that can easily be turned into cash: stocks, ETFs, mutual funds, government bonds, etc.):

< $100,000

$100,000 - $249,000

$250,000 - $499,000

$500,000 - $749,000

$750,000 - $999,999

$1,000,000 - $1,999,999

> $2,000,000 - $4,999,999

> $5,000,000 - $9,999,999

12. How would you characterize your investment objective?:

Primary emphasis on income-generating investment

Primary emphasis on moderate growth with some focus on income

Primary emphasis on growth of capital with no income consideration

13. How long have you been investing?

Less than 3 years

3 - 5 years

6 - 10 years

more than 10 years

14a. What is your goal for the money you invest with Navellier? :

Retirement

Inheritance for heirs

Other

14b. If inheritance, who are your heirs?

Spouse

Children

Grandchildren

Siblings

14c. Other:

15. Time Horizon: How much time do you have to achieve your return goals:

< 3 yrs.

3-5 yrs.

5-7 yrs

7-10 yrs.

>10 yrs.

16. Risk Tolerance: Please indicate the best match to your investment objectives:

Very Conservative

Conservative

Moderate

Moderately Aggressive

Aggressive

Very Aggressive

17a. Are you an employee, owner, or a representative of any business that involves investments in the stock, commodity, or alternative investment markets?

Yes

No

17b. If YES, please describe your occupation

18a. Are you currently a Navellier & Associates client?

Yes

No

18b. If YES, are you a direct client of Navellier or do you work with an advisor?

I am a Direct Client

I work with an Advisor

I am NOT yet a client

18c. If Advisor, with WHICH advisor are you working?

Wells Fargo

Merrill Lynch

Ameriprise Financial Advisors

Prudential

Other

18d. Other Advisor:

19a. Do you currently custody your Investment assets with a discount broker?

Yes

No

19b. Which one?

TD Ameritrade

Schwab

Fidelity

Other

19c. If no, with which custodian are your accounts held?

I agree to the Terms of Service

Yes

No

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