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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, IRA1
Min. subsequent investment, AIP1
Brokerage availability
(Junk)CommonWealth PPS
ADP Access
ADP Access Open Fund Architecture
Allowab (non-advisory)
Ameritas NTFN
CommonWealth Core
Commonwealth (NTF - PPS/Advisory)
Commonwealth (PPS Access Program)
Commonwealth (PPS/Advisory)
Commonwealth Universe
Fidelity Advisor 401(k) A Shares
Fidelity Advisor 401(k) I Shares
Fidelity Institutional FundsNetwork
Fidelity Institutional FundsNetwork-NTF
Fidelity Retail FundsNetwork
Fifth Third Securities, Inc.
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
Lincoln Investment Planning
Mid Atlantic Capital Corp
Mid Atlantic Capital Group
Mid Atlantic Clearing and Settlement
Pershing Retirement Plan Network
Pruco Securities, LLC
Raymond James
Raymond James WRAP Eligible
Schwab All (Retail, Instl, Retirement)
Schwab Existing Shareholders Only
Schwab OneSource & NTF (No Load & No Transaction Fee)
Scottrade Load
Securities America Advisors
Securities America Inc.
TD Ameritrade Institutional
TD Ameritrade Institutional NTF
TD Ameritrade Retail
TD Ameritrade Retail NTF
Vanguard
Vanguard NTF
Vanguard TF
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