投資資訊
最低初始投資5,000
最低初始投資，個人退休賬戶無
最低初始投資，自動投資計劃50
最低額外認購5,000
最低額外認購，個人退休賬戶無
最低額外認購，自動投資計劃1
可購入的經紀行
(Junk)CommonWealth PPS
Allowab (non-advisory)
Commonwealth (NTF - PPS/Advisory)
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
Fidelity Institutional FundsNetwork
Fidelity Retail FundsNetwork
Kestra Financial
Morgan Stanley - Brokerage Accounts
Morgan Stanley Consulting Group Advisor
Morgan Stanley Portfolio Management
Morgan Stanley Select UMA
Schwab All (Retail, Instl, Retirement)
Schwab Institutional
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
TD Ameritrade Retail NTF
WFA Fdntl Choice/PIM Updated 5.1.24
WFA MF Advisory Updated 5.1.24
