I inherited a stock portfolio from my grandparents, and it has been sitting at the investment house where it was when I got it.
I want to move this portfolio somewhere where the fees are lower and where I will get good investment advice that trues up with my personal goals. The internet has not been a good source of information because of SEO spammers.
What's a good process to follow to find a firm locally to be my investment house? How hard is it to transfer assets from one house to another?