Once you graduate from the regular FA to PWM, their fees are not being too bad in the bigger picture.

I was looking to ascertaining a CPA or FA to assist with things like taxes when making such moves.Thank you again for your insight :)

It's quite easy to schedule with a FA to transfer cash to your account as needed for you care costs, they just sell a little more and wire the money.Remember not to do just a numbers comparison, try to think through the entire process, down to the rubber meeting the road, how will things actually work for you by that time?