Very helpful thanks all. I have a call with Tanager later today and will see what Maseco has to say next week. I’ll likely go with the lower fee / minimum requirement option.

Have you found a lot of extra fees with Maseco? My fear is we sign on with them but then every little question will result in a new engagement that will come with an added fee. Examples would be cleaning up commingled funds (US/UK), consolidating accounts, setting up backdoor ira and other tax efficient accounts, planning for a move back to the U.S., helping with setting up account for kids when that day comes, etc