投資資訊
最低初始投資1,000
最低初始投資，個人退休賬戶7.5
最低初始投資，自動投資計劃1
最低額外認購100
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
Allowab (non-advisory)
Ameriprise Brokerage
Ameritas NTFN
Avantax
CommonWealth PPS
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
JP MORGAN NO-LOAD TRANSACTION FEE
JPMorgan
Kestra Financial
LPL Brokerage Availability - February 2024
LPL SAM Eligible - 11.01.2023
LPL SWM - 01.24.2024
Matrix Financial Solutions
Mid Atlantic Capital Corp
Mid Atlantic Capital Group
Mid Atlantic Clearing and Settlement
Morgan Stanley - Brokerage Accounts
Morgan Stanley Consulting Group Advisor
Morgan Stanley Portfolio Management
Morgan Stanley Select UMA
Pershing Retirement Plan Network
Pruco Securities LLC -PruChoice Mutual Funds
Pruco Securities LLC -PruUMA’s Mutual Funds
RBC Wealth Management-Network Eligible
Robert W. Baird & Co.
Schwab All (Retail, Instl, Retirement)
Schwab Institutional
Schwab Institutional Only
Sterne, Agee & Leach, Inc.,
TD Ameritrade Institutional
TD Ameritrade Retail
Thrivent – Advisory Eligible
Trade PMR Transaction Fee
Vanguard
Vanguard TF
WFA Fdntl Choice/PIM Updated 5.1.24
WFA MF Advisory Updated 5.1.24
