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，自動投資計劃無
可購入的經紀行
(Junk)CommonWealth PPS
ADP Access
ADP Access Open Fund Architecture
Allowab (non-advisory)
Ameriprise Brokerage
Avantax
Bear Stearns
Bear Stearns No-Load Transaction Fee
Comerica Bank
Commonwealth (NTF - PPS/Advisory)
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
DailyAccess Corporation FRIAG
DailyAccess Corporation MATC
DailyAccess Corporation Matrix
DailyAccess Corporation Mid-Atlantic
DailyAccess Corporation RTC
Federated TrustConnect
Fidelity Institutional FundsNetwork
H Beck Inc.
HD Vest
HD Vest - Vest Advisor
Hartford CPS
Hartford RK Plus
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
MSWM Brokerage
Matrix Financial Solutions
Met Life Resources MFSP Alliance List
Mid Atlantic Capital Corp
Mid Atlantic Capital Group
Mid Atlantic Clearing and Settlement
Morgan Stanley - Brokerage Accounts
Morgan Stanley Consulting Group Advisor
Morgan Stanley Portfolio Management
NYLIM 401(k) Complete
Pershing FundCenter
Pershing Retirement Plan Network
Protected Investors of America
RBC Wealth Management-Advisory Eligible
RBC Wealth Management-Network Eligible
RBC Wealth Management-Wrap Eligible
Raymond James
Raymond James WRAP Eligible
Robert W. Baird & Co.
Schwab All (Retail, Instl, Retirement)
Schwab Institutional
Schwab Institutional Only
Scottrade TF
Securities America Inc.
Shareholders Services Group
Standard Retirement Services, Inc.
Sterne, Agee & Leach, Inc.,
Sun Life CPS
Sun Life Recordkeeper Plus
SunGard Transaction Network
TD Ameritrade Institutional
TD Ameritrade Trust Company
TIAA-CREF Brokerage Services
Thrivent – Advisory Eligible
Thrivent – Retail Eligible
Trade PMR Transaction Fee
TradeStation Securities
Vanguard NTF
WFA Fdntl Choice/PIM Updated 5.1.24
WFA MF Advisory Updated 5.1.24
WR Hambrecht Co LLC
