投資資訊
最低初始投資15,000,000
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
Ameriprise Brokerage
Ameriprise SPS Advantage
Ameriprise SPS Advisor
Ameritas NTFN
Ausdal Financial Partners Inc
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
HD Vest - Vest Advisor
Investacorp NTF
JP MORGAN LOAD
JP MORGAN LOAD-WAIVED NTF
JP MORGAN NO-LOAD NTF
JP MORGAN NO-LOAD TRANSACTION FEE
JP MORGAN NTF
JP Morgan No Load
JPMorgan
Kestra Financial
LPL Brokerage Availability - December 2022
LPL SAM Eligible - June 2022
LPL SWM - 01.24.2024
MSWM Brokerage
Mid Atlantic Capital Corp
Mid Atlantic Capital Group
Morgan Stanley - Brokerage Accounts
Morgan Stanley Consulting Group Advisor
Morgan Stanley Portfolio Management
Pershing FundCenter
Pershing Retirement Plan Network
RBC Wealth Management-Network Eligible
Raymond James
Raymond James WRAP Eligible
Schwab All (Retail, Instl, Retirement)
Schwab Existing Shareholders Only
Schwab Institutional
Schwab OneSource & NTF (No Load & No Transaction Fee)
Scottrade NTF
Scottrade TF
Shareholders Services Group
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
TD Ameritrade Retail NTF
TD Ameritrade Trust Company
TIAA-CREF Brokerage Services
TIAA-CREF NTF
Vanguard
Vanguard Load
Vanguard NTF
Vanguard TF
WFA Fdntl Choice/PIM Updated 8.1.23
WFA MF Advisory Updated 5.1.24
Zhejiang Akcome New Energy Technology Co Ltd
