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10,000
最低額外認購1,000,000
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0.25
可購入的經紀行
(Junk)CommonWealth PPS
Allowab (non-advisory)
Ameritas NTFN
Commonwealth (NTF - PPS/Advisory)
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
DailyAccess Corporation Matrix
DailyAccess Corporation RTC
Fidelity Institutional FundsNetwork
Fidelity Institutional FundsNetwork-NTF
Fidelity Retail FundsNetwork
H Beck Inc.
JP MORGAN LOAD
JP MORGAN NO-LOAD 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
Mid Atlantic Capital Corp
Mid Atlantic Capital Group
Mid Atlantic Clearing and Settlement
Pershing Retirement Plan Network
Raymond James
Raymond James WRAP Eligible
Schwab All (Retail, Instl, Retirement)
Schwab Existing Shareholders Only
Schwab Institutional
Schwab Institutional Only
Schwab OneSource & NTF (No Load & No Transaction Fee)
Scottrade Load
Scottrade NTF
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
Vanguard
Vanguard Load
Vanguard Load-Waived
Vanguard NTF
Vanguard TF
Zhejiang Akcome New Energy Technology Co Ltd
