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10,000
最低額外認購1,000,000
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)
Avantax
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
Fidelity Institutional FundsNetwork
Fidelity Retail FundsNetwork
HD Vest
HD Vest - Vest Advisor
Kestra Financial
LPL Brokerage Availability - February 2024
LPL SAM Eligible - 11.01.2023
LPL SWM - 01.24.2024
Lincoln Investment Planning
Mid Atlantic Capital Corp
Mid Atlantic Capital Group
Mid Atlantic Clearing and Settlement
Nationwide Retirement Flexible Advantage
Pershing Retirement Plan Network
Pruco Securities LLC -PruChoice Mutual Funds
Pruco Securities LLC -PruUMA’s Mutual Funds
Schwab All (Retail, Instl, Retirement)
Schwab Institutional
Scottrade TF
Securities America Advisors
Securities America Inc.
TD Ameritrade Institutional
TD Ameritrade Retail
TD Ameritrade Trust Company
Thrivent – Advisory Eligible
