投資資訊
最低初始投資2,500
最低初始投資，個人退休賬戶10
最低初始投資，自動投資計劃1,000.5
最低額外認購100,050
最低額外認購，個人退休賬戶0.5
最低額外認購，自動投資計劃0.5
可購入的經紀行
(Junk)CommonWealth PPS
Allowab (non-advisory)
Comerica Bank
Commonwealth (NTF - PPS/Advisory)
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
Fidelity Institutional FundsNetwork
Fidelity Institutional FundsNetwork-NTF
Fidelity Retail FundsNetwork
H Beck Inc.
JP MORGAN LOAD
JP MORGAN LOAD-WAIVED NTF
JP MORGAN NO-LOAD NTF
JP MORGAN NO-LOAD TRANSACTION FEE
JP MORGAN NTF
JPMorgan
Kestra Financial
LPL Brokerage Availability - February 2024
LPL SAM Eligible - 11.01.2023
LPL SWM - 01.24.2024
Lincoln Investment Planning
Morgan Stanley - Brokerage Accounts
Morgan Stanley Consulting Group Advisor
Morgan Stanley Portfolio Management
Morgan Stanley Select UMA
RBC Wealth Management-Advisory Eligible
RBC Wealth Management-Network Eligible
Raymond James
Raymond James WRAP Eligible
Schwab All (Retail, Instl, Retirement)
Schwab Institutional
Schwab Institutional Only
Schwab OneSource & NTF (No Load & No Transaction Fee)
Securities America Advisors
Securities America Inc.
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
TD Ameritrade Retail NTF
Thrivent – Retail Eligible
