I agree with everyone to immediately take your assets away from this "wealth management" company. My guess is that they take a percentage of assets for managing your assets. They probably sold themselves as a firm that will do all the work while you enjoy retirement. Well, they proved you get no stress free handling. I speak from experience having initially started with a similar firm that made those promises and I believed them until I started paying attention.
I would suggest you make an appt. with Fidelity at LSL. They will assign a person to you and you can decide how much you want them to do. If you go with them, they'll take care of all the transfers and usually they give you a monetary bonus for doing so.
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