My family has dealt with our local RBC Wealth Management (USA) office for decades (going back through other pre merger companies). I like the office and my broker, but I feel like I make a lot of my investment decisions myself and I feel like I do a decent, thoughtful job of it. Also, my long term brokerjust passed away. He was somewhat of an icon in our mid size town. Note that I have a smaller fidelity account that I also use to invest in stocks. Of course it is no fee, vs. the 2% or so I pay my broker for each transaction. Since I am comfortable making my own investment decisions (for better or worse, but most work out for the better), I am thinking about moving the portfolio over the a 0% fee company like Fidelity etc.BTW, I have my retirement savings (rollover IRA) at Vanguard an I am happy with them for that, but I don't think they are really setup for regular investment transactions (I do some investments in stock there using my retirement funds, but I find it kind of slow and kludgy). I am a longer term investor not a flipper/day trader type. How much hassle would it be for me to move my investments? What is the process (yes I could call Fidelity and ask, but I want real world info). Is it worth it even though I won't have someone to bounce my ideas off of-although that is not a major consideration for me (or should I give that more consideration). Like I say, I get really good service from the office/staff, but I don't know if it is worth the thousands of dollars I wind up paying over time. Thanks