投資資訊
最低初始投資2,500,000
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25,000
最低額外認購2,500,000
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
ADP Access
ADP Access Open Fund Architecture
ADP Access Tier 0
ADP Advisor Access 3(21) Tier 0
ADP Advisor Access Tier 0
Comerica Bank
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
Mid Atlantic Capital Corp
Mid Atlantic Capital Group
Mid Atlantic Clearing and Settlement
Morgan Stanley Select UMA
Nationwide Retirement Flexible Advantage
Pershing Retirement Plan Network
RBC Wealth Management-Network Eligible
Raymond James
Raymond James WRAP Eligible
Schwab All (Retail, Instl, Retirement)
Schwab Institutional
Schwab Institutional Only
Securities America Advisors
Securities America Inc.
TD Ameritrade Trust Company
Vanguard
Vanguard TF
Zhejiang Akcome New Energy Technology Co Ltd
