Mutual Fund Fees Investigation

October 6, 2015 By admin

Squitieri & Fearon, LLP is investigating claims that certain mutual fund companies charge investors excessive fees for investment advice. We’ve repeatedly seen investors who have been charged excessive fees by the mutual funds, often mischaracterized and disguised as “investment advisory fees”. As one part of the scheme, the investment adviser subcontracts investment management duties to sub-advisers and doesn’t perform any duties as an asset manager but still charges the funds and its shareholders for investment advisory fees.

Frequently the fees are so disproportionately large that they bear no reasonable relationship to the services provided to the mutual funds.

If you or somebody you know has been charged excessive or hidden fees by your mutual fund, we would like to hear from you.

Please contact Stephen J. Fearon, Jr. by e-mail at stephen@sfclasslaw.com or by phone at (212) 421-6492. You can also complete the following form, and someone from the firm will contact you.

Mutual Fund Fees Investigation

Name*
First Last
Company/Organization/Fund Represented
Fund(s)*
Please list the name(s) of the iShares funds that you have invested in.
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone*
Email*
Preferred Method of Contact
- Email
- Phone
Please provide details of your claim*
Acknowledgment*
- I understand that the submission of this form does not create an attorney-client relationship, nor an obligation on the part of Squitieri & Fearon, LLP or me to file a lead plaintiff motion in this matter.
Any information that you submit will be maintained as confidential. If Squitieri & Fearon, LLP, in its sole discretion, believes that you might be an appropriate lead plaintiff candidate, Squitieri & Fearon, LLP will contact you to discuss the matter and whether to establish an attorney client relationship.

Filed Under: Investigation Summary, Investigations, Legal Developments, Select Cases

SQUITIERI & FEARON, LLP represents clients throughout the country in complex litigation in the fields of securities, ERISA, mass torts, shareholder derivative actions and antitrust claims. If you have information about a case or would like to report a potential case, please contact us.

Name*
First Last
Organization
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone*
Email*
Preferred Method of Contact
- Email
- Phone
Please provide details of your claim*
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