投資資訊
最低初始投資10,000,000
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100,000
最低額外認購10,000,000
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1
可購入的經紀行
(Junk)CommonWealth PPS
Allowab (non-advisory)
Ameritas NTFN
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
Fidelity Institutional FundsNetwork
Fidelity Institutional FundsNetwork-NTF
Fidelity Retail FundsNetwork
H Beck Inc.
Kovack Securities, Inc.
LPL Brokerage Availability - 10.29.2021
LPL SAM Eligible - June 2022
LPL SWM - 10.25.2021
M Securities
National Financial Services, LLC
Pershing LLC
Schwab All (Retail, Instl, Retirement)
Schwab Existing Shareholders Only
Schwab Institutional
Schwab OneSource & NTF (No Load & No Transaction Fee)
Scottrade TF
Securities Services Network
Strategic Financial Alliance Inc
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
TD Ameritrade Retail NTF
UBS Financial Services Inc
UBS Financial Services, Inc.
Wunderlich Securities Inc
