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
ADP Access Tier 2
ADP Advisor Access 3(21) Tier 2
ADP Advisor Access 3(21) Tier 3
ADP Advisor Access Tier 2
ADP Advisor Access Tier 3
Allowab (non-advisory)
Ameriprise Brokerage
Ameriprise SPS Advantage
Ameriprise SPS Advisor
Ameritas NTFN
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
Comerica Bank
CommonWealth Core
Commonwealth (NTF - PPS/Advisory)
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
Fidelity Advisor 401(k) A Shares
Fidelity Advisor 401(k) C Shares
Fidelity Advisor 401(k) I Shares
Fidelity Advisor 401(k) T Shares
Fidelity Institutional FundsNetwork
Fidelity Institutional FundsNetwork-NTF
Fidelity Retail FundsNetwork
Fidelity Retail FundsNetwork-NTF
Fifth Third Securities, Inc.
H Beck Inc.
HD Vest
HD Vest - Vest Advisor
JP MORGAN LOAD
JP MORGAN LOAD-WAIVED NTF
JP MORGAN NO-LOAD NTF
JP MORGAN NO-LOAD TRANSACTION FEE
JP MORGAN NTF
JPMorgan
Jiangsu Akcome Science & Technology Co Ltd
LPL Brokerage Availability - 10.29.2021
LPL SAM Eligible - June 2022
LPL SWM - 10.25.2021
Lincoln Investment Planning
MSWM Brokerage
Morgan Stanley - Brokerage Accounts
Morgan Stanley Consulting Group Advisor
Morgan Stanley Portfolio Management
Pruco Securities, LLC
Raymond James
Raymond James WRAP Eligible
Schwab All (Retail, Instl, Retirement)
Schwab Institutional
Schwab OneSource & NTF (No Load & No Transaction Fee)
Scottrade Load
Securities America Advisors
Securities America Inc.
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
TD Ameritrade Retail NTF
Vanguard
Vanguard Load
Vanguard Load-Waived
Vanguard NTF
Vanguard TF
Waddell & Reed Choice MAP Flex
