Any experience? I have a 401 to roll over, as well as couple of smaller sums I want to do something with. I am mid 40's and have saved some but need to start catching up. I've done some research, but as with everything internet related it leads to rabbit holes and I get lost in minutia. I meet with two different advisers next week and am trying to get prepped. So below I have a few questions I intend to ask. Let me know if you have any thoughts/advice for me · Is there an account minimum? · Who are your typical clients? Individuals? Business? Wealthy/middle class? · Estate planning vs financial planning? · How do you secure my personal info? · What are my options if my employment status were to change? · Are you a fiduciary? · How do you get paid? All in cost? · Your investment strategy? · Do you have an example of what my plan may look like? · How often do we communicate? you or your team?