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10
最低額外認購1,000
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
Allowab (non-advisory)
Ameritas NTFN
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
JP Morgan No Load
JPMorgan
Kestra Financial
LPL Brokerage Availability - February 2024
LPL SAM Eligible - 11.01.2023
LPL SWM - 01.24.2024
Morgan Stanley - Brokerage Accounts
Schwab All (Retail, Instl, Retirement)
Schwab Institutional
Schwab OneSource & NTF (No Load & No Transaction Fee)
Scottrade TF
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
TD Ameritrade Retail NTF
TD Ameritrade Trust Company
Vanguard
Vanguard NTF
Vanguard TF
