CRA’s Forensic Services Practice was retained to help resolve a FINRA-arbitrated dispute between a major financial services firm and a significant customer, regarding the fees charged on a multi-million-dollar investment portfolio. The CRA team analyzed the investment activity, including investment and advisory fees, and reviewed the underlying account documentation, including account opening documents, investment fee disclosures, and fee change notices, to recompute the fees in dispute.
CRA consultants recognized in Lexology Index: Arbitration Expert Witnesses Report
We congratulate Tiago Duarte-Silva, who has been recognized as a Thought Leader, and Greg Bell, who has been recognized as Highly Recommended. This...