投資資訊
最低初始投資500,000
最低初始投資，個人退休賬戶5,000
最低初始投資，自動投資計劃5,000
最低額外認購500,000
最低額外認購，個人退休賬戶1
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)
Ameritas NTFN
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC- PAM, PRIME, Premier
Cetera Advisors LLC
Cetera Advisors LLC- PAM, PRIME, Premier
Cetera Financial Specialists LLC- Premier
Commonwealth (NTF - PPS/Advisory)
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
DailyAccess Corporation MATC
DailyAccess Corporation Matrix
DailyAccess Corporation RTC
Fidelity Institutional FundsNetwork
Fidelity Institutional FundsNetwork-NTF
Fidelity Retail FundsNetwork
JP MORGAN LOAD
JP MORGAN NO-LOAD TRANSACTION FEE
JPMorgan
Kestra Financial
LPL Brokerage Availability - December 2022
LPL SAM Eligible - 01.24.2023
LPL SWM - 01.24.2023
Mid Atlantic Capital Corp
Mid Atlantic Capital Group
Mid Atlantic Clearing and Settlement
Pershing FundCenter
Pershing FundVest NTF
Pershing Retirement Plan Network
Pruco Securities LLC -PruUMA’s Mutual Funds
RBC Wealth Management-Advisory Eligible
RBC Wealth Management-Network Eligible
RBC Wealth Management-Wrap Eligible
Raymond James
Raymond James WRAP Eligible
Schwab All (Retail, Instl, Retirement)
Schwab Institutional
Schwab OneSource & NTF (No Load & No Transaction Fee)
Scottrade Load
Scottrade NTF
Securities America Advisors
Securities America Inc.
Shareholders Services Group
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
TD Ameritrade Retail NTF
TD Ameritrade Trust Company
Vanguard
Vanguard NTF
Vanguard TF
Zhejiang Akcome New Energy Technology Co Ltd
