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10,000
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
(Junk)CommonWealth PPS
Allowab (non-advisory)
Ameriprise Brokerage
Avantax
Commonwealth (NTF - PPS/Advisory)
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
DailyAccess Corporation Matrix
DailyAccess Corporation RTC
Fidelity Institutional FundsNetwork
Fidelity Retail FundsNetwork
Kestra Financial
MSWM Brokerage
Matrix Financial Solutions
Morgan Stanley - Brokerage Accounts
Morgan Stanley Consulting Group Advisor
Morgan Stanley Portfolio Management
Pershing FundCenter
RBC Wealth Management-Network Eligible
Raymond James
Raymond James WRAP Eligible
Schwab All (Retail, Instl, Retirement)
Schwab Institutional
Schwab Institutional Only
Scottrade Load
Securities America Advisors
Securities America Inc.
Shareholders Services Group
TD Ameritrade Institutional
TD Ameritrade Retail
Trade PMR Transaction Fee
Vanguard TF
