Accredited Investor Solutions supplies precious metals dealers and Gold & Silver IRA providers with accredited investors verified by phone for wealth, asset preference, allocation range ($50K–$1M+) and timeline. Leads arrive within 24 hours with an exclusivity period, from our Brickell, Miami office to operators in Florida and nationwide.
Who are precious metals investor leads for?
Our precious metals investor leads are built for gold and silver dealers, bullion platforms, coin shops and Gold & Silver IRA providers that want accredited buyers instead of retail clicks — from Miami, Brickell and South Florida desks to national dealers expanding into Florida or adding high-net-worth clients anywhere in the U.S.
- Miami & South Florida dealers moving from walk-in and retail buyers to HNW clients.
- Florida bullion dealers and coin shops using the state's sales-tax exemption on qualifying bullion and coin.
- Gold & Silver IRA providers that need rollover-ready investors with defined timelines — see our Gold IRA sourcing guide.
- Online bullion platforms and national dealers scaling high-ticket sales.
What does each verified accredited investor lead include?
Each lead is an accredited investor verified by phone who has confirmed their wealth threshold, interest in physical gold, silver or a precious metals IRA, the capital they intend to allocate ($50K–$1M+) and when they plan to invest. Leads are delivered within 24 hours and carry an exclusivity period.
| Qualification point | What we confirm by phone | Why it matters |
|---|---|---|
| Accreditation | Income or net worth meets SEC Rule 501 thresholds | Larger tickets, fewer small buyers |
| Asset preference | Physical gold, silver, bullion programs or a precious metals IRA | Your team opens on what they want |
| Allocation range | Capital they intend to deploy — $50K to $1M+ | Prioritize by deal size |
| Timeline | When they plan to invest (e.g., 30, 45–60 or 60–90 days) | No "someday" investors |
| Experience | Existing real estate, energy or metals positions | Shorter education cycle |
How do accredited investors allocate to physical bullion vs. Gold IRAs?
Accredited investors usually hold physical bullion with after-tax cash for direct ownership and liquidity, and use a self-directed precious metals IRA to move retirement money into metals tax-deferred. Many do both: bullion for control and access, an IRA rollover for larger, longer-term allocations held at an approved depository.
| Physical bullion (cash purchase) | Precious metals IRA | |
|---|---|---|
| Funding | After-tax cash | Rollover or trustee-to-trustee transfer from a 401(k) or IRA |
| Custody | Investor's own storage or a private depository | IRS-approved trustee and depository — home storage is treated as a distribution |
| Eligible metals | Any bullion, coins or rounds | IRC 408(m) fineness: gold .995, silver .999, platinum and palladium .9995, plus American Eagle coins |
| Tax on gains | Federal collectibles rate up to 28% when held over a year; Florida has no state income tax | Tax-deferred (traditional) or tax-free (Roth) inside the account |
| Florida sales tax | Qualifying bullion exempt at any amount since Aug 1, 2025 | Purchased inside the IRA through the custodian |
| Liquidity | Sell back to a dealer at any time | Distributions follow IRA rules, including required minimum distributions |
How do high-net-worth investors use physical bullion and Gold IRAs as inflation hedges?
High-net-worth investors typically treat gold and silver as a defined slice of the portfolio — a store of value not tied to any single currency, company or bond issuer — rather than a trade. Bullion adds a liquid hedge outside the financial system; a Gold IRA shelters the same exposure inside retirement accounts. Metals pay no income and prices can fall.
Regulators such as the CFTC warn against marketing that promises metals will always protect against inflation or guarantees returns. Pitch metals as diversification with clear fees, storage and buyback terms. See Compliance Essentials.
What minimums apply for bullion platforms and precious metals IRAs?
There is no legal minimum to buy gold or silver; minimums are set by each dealer, bullion platform or IRA custodian, and IRA companies commonly set higher account minimums than cash bullion desks. Investors we deliver have already stated an allocation of $50K to $1M+, so they clear typical dealer and IRA minimums.
How do the engagement models work?
You choose how investors reach you: Exclusive Leads delivered only to you, Shared Leads introduced to a few non-competing operators, Scheduled Calls booked straight onto your calendar, or a Custom Campaign targeted by metal, geography or investor profile. Every model includes phone verification, 24-hour delivery and an exclusivity period.
| Model | How it works | Best for |
|---|---|---|
| Exclusive Leads | 1:1 — you are the only operator receiving the introduction | High-ticket desks and competitive raises |
| Shared Leads | Introduced to a limited set of non-competing operators | Cost-efficient scaling at volume |
| Scheduled Calls | Pre-booked investor calls delivered to your calendar | Teams that want zero prospecting time |
| Custom Campaigns | Built by asset class, geography or investor profile | Targeted raises and local market pushes |
Our programs average a 35% book-out rate. Compare this with click and cold-list sources in Retail Leads vs. Investor Intent.
Why are Florida and Miami gold dealers scaling now?
Florida removed the $500 minimum on its bullion sales-tax exemption on August 1, 2025, made qualifying gold and silver coin legal tender and tax-exempt on July 1, 2026, and has no state income tax. Combined with Miami's concentration of high-net-worth, family-office and international buyers, local dealers have a clear opening to move upmarket.
Full detail and sources: Florida & Miami Gold & Silver Market Opportunity for Dealers (2026).
Which areas do you serve?
We serve Miami — Brickell, Downtown, Coral Gables, Coconut Grove, Key Biscayne and Aventura — plus Miami-Dade, Broward and Palm Beach counties, Naples, Tampa, Orlando, Jacksonville and the rest of Florida. Our investor network is nationwide, so dealers and IRA providers outside Florida receive the same verified flow.
More Precious Metals Lead Questions
How do gold dealers find accredited investors?
Most gold dealers find accredited investors through a mix of paid media, referrals from advisors and CPAs, content and SEO, and third-party lead providers that pre-qualify investors for wealth, intent and timeline. Buying pre-qualified investor flow is the fastest route because the screening is already done. See every channel compared.
How quickly can I receive my leads?
Leads are delivered within 24 hours of your order being confirmed. Scheduled-call programs book investors directly onto your calendar, and ongoing programs deliver a steady flow rather than one batch.
Are your leads exclusive?
Every lead comes with an exclusivity period. You can choose Exclusive Leads (1:1 — you are the only operator receiving that introduction), Shared Leads (introduced to a limited set of non-competing operators at a lower cost), Scheduled Calls, or a Custom Campaign built around your asset class, geography and investor profile.
What verification is performed on each investor?
Every investor is verified by phone call. On that call we confirm net worth or income thresholds, preferred asset class, the capital range they intend to allocate, and their timeline to invest — so you receive a real person with defined intent, not a raw form fill.
Is gold and silver bullion sales-tax-free in Florida in 2026?
Yes — qualifying gold, silver and platinum bullion has been exempt from Florida sales tax at any purchase amount since August 1, 2025, when the old $500 minimum was removed, and qualifying gold and silver coins became legal tender and sales-tax-exempt on July 1, 2026. Palladium and jewelry are not covered. Read the Florida & Miami market guide.
How do Gold & Silver IRA providers source high-intent investors?
The most efficient Gold IRA providers source investors who are already screened for retirement-account balance, timeline and hard-asset experience, then book them straight onto a rep's calendar. Pre-qualified, scheduled-call leads cut the drop-off between first call and funded rollover. Read the Gold IRA sourcing guide.