投資資訊
最低初始投資1,000,000
最低初始投資，個人退休賬戶無
最低初始投資，自動投資計劃無
最低額外認購0
最低額外認購，個人退休賬戶無
最低額外認購，自動投資計劃無
可購入的經紀行
(Junk)CommonWealth PPS
ADP Access
ADP Access Open Fund Architecture
Allowab (non-advisory)
Ameriprise Brokerage
Ameriprise SPS Advantage
Ameriprise SPS Advisor
Commonwealth (NTF - PPS/Advisory)
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
Fidelity Institutional FundsNetwork
Fidelity Retail FundsNetwork
Kestra Financial
LPL Brokerage Availability - February 2024
LPL SAM Eligible - 11.01.2023
LPL SWM - 01.24.2024
Mid Atlantic Clearing and Settlement
Pershing Retirement Plan Network
RBC Wealth Management-Advisory Eligible
RBC Wealth Management-Network Eligible
Schwab All (Retail, Instl, Retirement)
Schwab Institutional
Schwab OneSource & NTF (No Load & No Transaction Fee)
TD Ameritrade Institutional
TD Ameritrade Retail
Vanguard NTF
Vanguard TF
WFA MF Advisory Updated 5.1.24
