Minimum investments
| Initial | $1,000,000 | |
| Additional | $0 |
Brokerage availability
| JPMorgan | TD Ameritrade Trust Company |
| CommonWealth PPS | Fidelity Retail FundsNetwork |
| Fidelity Institutional FundsNetwork | Fidelity Institutional FundsNetwork-NTF |
| Raymond James | Raymond James WRAP Eligible |
| CommonWealth Universe | DailyAccess Corporation RTC |
| DailyAccess Corporation FRIAG | JP MORGAN NO-LOAD TRANSACTION FEE |
| DailyAccess Corporation Matrix |