投資資訊
最低初始投資1,000
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0.5
最低額外認購50
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0.5
可購入的經紀行
(Junk)CommonWealth PPS
Ameriprise Brokerage
Ameriprise SPS Advantage
Ameriprise SPS Advisor
Avantax
Bear Stearns
Bear Stearns No-Load Transaction Fee
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 FRIAG
DailyAccess Corporation MATC
DailyAccess Corporation Matrix
DailyAccess Corporation Mid-Atlantic
DailyAccess Corporation RTC
E TRADE Financial
ETrade No Load Fee
Edward Jones
Fidelity Institutional FundsNetwork
Fidelity Institutional FundsNetwork-NTF
Fidelity Retail FundsNetwork
Fifth Third Securities, Inc.
Firstrade
H Beck Inc.
HD Vest
HD Vest - Vest Advisor
ING Financial Advisers - SAS Funds
ING Financial Partners Inc.
ING Financial Ptnrs PAM and PRIME Approv
JP MORGAN LOAD
JP MORGAN LOAD-WAIVED NTF
JP MORGAN NO-LOAD NTF
JP MORGAN NO-LOAD TRANSACTION FEE
JP MORGAN NTF
JPMorgan
Kestra Financial
LPL Brokerage Availability - February 2024
LPL SAM Eligible - 11.01.2023
LPL SWM - 01.24.2024
Lincoln Investment Planning
MSWM Brokerage
Matrix Financial Solutions
Merrill Edge
Merrill Lynch
Mid Atlantic Capital Corp
Mid Atlantic Capital Group
Morgan Stanley - Brokerage Accounts
Morgan Stanley Consulting Group Advisor
Morgan Stanley Portfolio Management
PAS
Pershing FundCenter
Pershing Retirement Plan Network
RBC Wealth Management-Advisory Eligible
RBC Wealth Management-Network Eligible
RBC Wealth Management-Wrap Eligible
Raymond James
Raymond James WRAP Eligible
Robert W. Baird & Co.
Schwab All (Retail, Instl, Retirement)
Schwab Institutional
Schwab Institutional Only
Schwab OneSource & NTF (No Load & No Transaction Fee)
Schwab Retirement Only
Scottrade Load
Scottrade NTF
Scottrade TF
Securities America Advisors
Securities America Inc.
Shareholders Services Group
Smith Barney Portfolio Manager
Standard Retirement Services, Inc.
Sterne, Agee & Leach, Inc.,
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
TD Ameritrade Trust Company
Thrivent – Advisory Eligible
Thrivent – Retail Eligible
Trade PMR NTF
Trade PMR Transaction Fee
U.S. Bancorp Investments, Inc.
Vanguard
Vanguard Load
Vanguard NTF
Vanguard TF
WFA Fdntl Choice/PIM Updated 5.1.24
WFA MF Advisory Updated 5.1.24
Waddell & Reed Choice MAP Flex
