投資資訊
最低初始投資500,000
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1
可購入的經紀行
Ameriprise Brokerage
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC- PAM, PRIME, Premier
Cetera Advisors LLC
Cetera Advisors LLC- PAM, PRIME, Premier
CommonWealth PPS
CommonWealth Universe
DailyAccess Corporation FRIAG
DailyAccess Corporation Matrix
Fidelity Institutional FundsNetwork
Fidelity Retail FundsNetwork
JP MORGAN LOAD
JP MORGAN NO-LOAD NTF
JP MORGAN NO-LOAD TRANSACTION FEE
JPMorgan
LPL Brokerage Availability - February 2024
LPL SAM Eligible - 11.01.2023
LPL SWM - 01.24.2024
MSWM Brokerage
Merrill Edge
Merrill Lynch
Met Life Resources MFSP Alliance List
Morgan Stanley - Brokerage Accounts
Morgan Stanley Consulting Group Advisor
Morgan Stanley Portfolio Management
Pershing FundCenter
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 Institutional Only
Scottrade TF
Shareholders Services Group
Sterne, Agee & Leach, Inc.,
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
Trade PMR Transaction Fee
Vanguard Load
Vanguard TF
WFA Fdntl Choice/PIM Updated 10.2.23
WFA MF Advisory Updated 4.3.24
