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Investing/Strategies / Retirement Investing
|Subject: Re: Broker issue||Date: 4/1/2013 3:06 PM|
|Author: intercst||Number: 71630 of 81985|
Thanks for your input, intercst. I'll check all the literature and other communications I received from the broker. The problem is that she never sent a detailed list of all fees involved, just told me of the minimal yearly fee of the unnamed brokerage firm. I guess that if any of that information is missing, I will be able to base my complaint on that? As I said, even if I get nowhere with this, my complaint will stay on record with FINRA.
Here's a link to the Summary Prospectus for one of the Franklin Funds you mentioned. It lists a maximum sales charge of 5.75% for the Class A shares.
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