If you are planning to move to Vanguard, they offer a "Concierge Services" desk that can help with all of the transfer details.
I suspect many of the other big mutual fund companies have something similar (Fidelity, TRowe Price, etc.).
I am not an expert on the taxable accounts, but I can think of two possible options to explore:
- transfer the holdings "as is" (same securities) from your current advisory firm to a discount brokerage if they are able to accept the funds (I know that Vanguard allows this on the brokerage side, I suspect Schwab, etc. also do).
- calculate your cost basis (remember that you need to add back all the capital gains that you've already paid taxes on) for each fund - it's a pain in the a$$ but you may find that you have some losses in some funds and minimal gains in others so you can sell those first and then decide if it's worth paying the taxes to get the lower fees and simpler life.
Good luck - sounds like a very smart move on several counts.