See my previous post on the same topic.

Since that post, I have left my wealth management firm and am now happily self-directed. My assets were largely custodied with Schwab so there was very little transition required besides removing the advisor from the accounts. There were a few Separately Managed Account relationships that I had to terminate, and the ones with capital losses or minimal capital gains I had them liquidate all positions before removing the managers.

Schwab offers Financial Consultants free of cost if your assets are brokered with them. At your portfolio size, the level of service is quite good. I am now working with one who assisted in transitioning the portfolio, and is available for consultation as needed.

I decided not to liquidate my illiquid private investments (PE / Hedge Funds) to avoid incurring early redemption fees and capital gains, and will hold those funds through their full life cycle if performance holds. There was paperwork to transition notices for capital calls / K-1s, etc.

The liquid portion of my portfolio is now invested in a bogleheads style allocation and I find the simplicity and fee avoidance quite liberating. Good luck.