No. of Recommendations: 4
I had a bad experience with an insurance company about a year ago. It was very from different from your situation, but I was able to cut through the bureaucracy and get it resolved very quickly. I went to their web site, found the page for investor relations, found the annual report, and got the names of the executive officers and board of directors. Using their names, I made two guesses for each of their email addresses (, and I then wrote a stern email directly to the execs and BOD. Out of 33 emails 15 were returned because of bad addresses, but 18 went through. The following day, my wife got a call from someone saying the CEO acknowledged receipt of the email, and had instructed her to “handle it.” She asked my wife some questions and it was resolved very quickly.

If I was in your position, that's what I would do. In the email, I would focus on:
1. The previous lawsuits demonstrate the unfairness of their fee schedule.
2. You (I think) are not asking for refunds of their past excessive fees; You only want their investments released without additional fees.
3. If the settlement included a refund of excessive fees, point out the precedent, and that your request is more than reasonable.
4. Tell them what you are preparing to do (who you will sending info to, etc).
5. Ask them to step in and resolve the matter now to spare everyone time and hassle.
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