投資資訊
最低初始投資100,000
最低初始投資，個人退休賬戶1,000
最低初始投資，自動投資計劃1,000
最低額外認購100,000
最低額外認購，個人退休賬戶0
最低額外認購，自動投資計劃0
可購入的經紀行
(Junk)CommonWealth PPS
ADP Access
ADP Access Open Fund Architecture
Allowab (non-advisory)
Ameriprise Brokerage
Ameriprise Financial
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
CommonWealth NTF
Commonwealth (NTF - PPS/Advisory)
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
Fidelity Institutional FundsNetwork
Fidelity Institutional FundsNetwork-NTF
Fidelity Retail FundsNetwork
Fidelity Retail FundsNetwork-NTF
JP MORGAN NO-LOAD NTF
JP MORGAN NO-LOAD TRANSACTION FEE
JP MORGAN NTF
JPMorgan
Kestra Financial
LPL Brokerage Availability - February 2024
LPL SAM Eligible - 11.01.2023
LPL SWM - 01.24.2024
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
RBC Wealth Management-Advisory Eligible
RBC Wealth Management-Network Eligible
RBC Wealth Management-Wrap Eligible
Raymond James
Raymond James WRAP Eligible
Schwab All (Retail, Instl, Retirement)
Schwab Institutional
Schwab OneSource & NTF (No Load & No Transaction Fee)
Scottrade NTF
Scottrade TF
Securities America Advisors
Securities America Inc.
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
TD Ameritrade Retail NTF
TD Ameritrade Trust Company
Vanguard
Vanguard NTF
Vanguard TF
WFA Fdntl Choice/PIM Updated 4.3.24
WFA MF Advisory Updated 4.3.24
Zhejiang Akcome New Energy Technology Co Ltd
