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Investment information
Min. initial investment2,500
Min. initial investment, IRA10
Min. initial investment, AIPN/A
Min. subsequent investment0
Min. subsequent investment, IRA0.5
Min. subsequent investment, AIPN/A
Brokerage availability
(Junk)CommonWealth PPS
ADP Access
ADP Access Open Fund Architecture
Allowab (non-advisory)
Ameritas NTFN
Avantax
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC- PAM, PRIME, Premier
Cetera Advisors LLC
Cetera Advisors LLC- PAM, PRIME, Premier
Cetera Financial Specialists LLC- Premier
Commonwealth (NTF - PPS/Advisory)
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
DailyAccess Corporation MATC
DailyAccess Corporation Matrix
Fidelity Advisor 401(k) I Shares
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
JP MORGAN NTF
JP Morgan No Load
JPMorgan
Kestra Financial
LPL Brokerage Availability - February 2024
LPL SAM Eligible - 11.01.2023
LPL SWM - 01.24.2024
MSWM Brokerage
Merrill Lynch
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
Nationwide Retirement Flexible Advantage
Pershing Retirement Plan Network
RBC Wealth Management-Network Eligible
RBC Wealth Management-Wrap 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)
Scottrade NTF
Securities America Advisors
Securities America Inc.
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
TD Ameritrade Retail NTF
TD Ameritrade Trust Company
Vanguard
Vanguard NTF
Waddell & Reed Choice MAP Flex
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