投資資訊
最低初始投資5,000,000
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
Allowab (non-advisory)
Ameriprise Brokerage
Ameritas NTFN
Avantax
Comerica Bank
CommonWealth NTF
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
Fidelity Institutional FundsNetwork
Fidelity Institutional FundsNetwork-NTF
Fidelity Retail FundsNetwork
Fidelity Retail FundsNetwork-NTF
ING Financial Advisers - SAS Funds
Investacorp NTF
JP MORGAN LOAD
JP MORGAN NO-LOAD NTF
JP MORGAN NO-LOAD TRANSACTION FEE
JPMorgan
Kestra Financial
Merrill Lynch
Mid Atlantic Capital Corp
Mid Atlantic Capital Group
Mid Atlantic Clearing and Settlement
Pershing FundCenter
Pershing Retirement Plan Network
Pruco Securities LLC -PruChoice Mutual Funds
Pruco Securities LLC -PruUMA’s Mutual Funds
Raymond James
Raymond James WRAP Eligible
Schwab All (Retail, Instl, Retirement)
Schwab Institutional
Schwab OneSource & NTF (No Load & No Transaction Fee)
Scottrade NTF
Securities America Advisors
Securities America Inc.
Shareholders Services Group
TD Ameritrade Institutional
TD Ameritrade Retail
TD Ameritrade Trust Company
Vanguard
Vanguard NTF
Vanguard TF
WFA Fdntl Choice/PIM Updated 4.3.24
WFA MF Advisory Updated 4.3.24
Zhejiang Akcome New Energy Technology Co Ltd
