投資資訊
最低初始投資1,000
最低初始投資，個人退休賬戶2.5
最低初始投資，自動投資計劃2.5
最低額外認購250
最低額外認購，個人退休賬戶0.25
最低額外認購，自動投資計劃0.25
可購入的經紀行
(Junk)CommonWealth PPS
ADP Access
ADP Access Open Fund Architecture
Ameriprise Brokerage
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
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 - December 2022
LPL SAM Eligible - 01.24.2023
LPL SWM - 01.24.2023
Lincoln Investment Planning
Nationwide Retirement Flexible Advantage
Raymond James
Raymond James WRAP Eligible
Schwab All (Retail, Instl, Retirement)
Schwab Institutional
Schwab Institutional Only
Schwab Retirement Only
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
TD Ameritrade Retail NTF
Vanguard
Vanguard NTF
Waddell & Reed Choice MAP Flex
Waddell & Reed MAPNavigator
