Thank-you so much for all of the responses. We did have contact with a representative from Vanguard where we discussed their Asset Management Service. DH an I were quoted a figure and the resulting "sticker shock" led to my seeking advice form all of you.
From the advice and resources given we will go back to the drawing board and look at Vanguard's Financial Planning Services. That may be more in line with what we are looking for.
Another wrinkle. The current company we are dealing with is going the charge us for closing the account. That stinks and we are currently going over the fine print to see if we can lessen the blow.
A todos los amantes del mundo. No importa el color de su piel, la pasion es universal.
La tavola e il letto non hanno restrizioni.
Any day your on this side of the grass is a good day.