Tell us your horizon
A short, thoughtful conversation about your goals, timeline and appetite for risk — no jargon, no sales script.
Private wealth, modern interface
Wealth, quietly compounded.
Meridian gives you a globally diversified portfolio with the polish of a private bank and the patience of a long view — managed with discipline, priced with restraint, and built to grow while you live your life.
How Meridian works
Three steps to a portfolio
Three steps to a portfolio
that runs itself.
We build your mandate
A globally diversified portfolio is constructed to your profile, then continuously rebalanced and tax-optimized.
It compounds, quietly
You watch it grow from one calm dashboard. We handle the discipline — the trades, the drift, the paperwork.
Performance, in the open
A long line,
A long line,
drawn patiently.
Meridian is built for the years, not the minutes. Below is the growth of a representative Premier mandate — diversified, rebalanced, and left to compound.
- Continuous, automatic rebalancing keeps your mandate on target.
- Tax-loss harvesting works quietly in the background, all year.
- One flat advisory fee — no commissions, no fund kickbacks, ever.
- A human advisor on call whenever the numbers need a name.
$0assets under stewardship across the platform*
0khouseholds investing with Meridian today
0.0%flat annual advisory fee — and nothing hidden
“I've held accounts at two private banks. Meridian gives me the same discipline and a far clearer view — and it never once tried to sell me anything.”
Eleanor Voss · Premier client, member since 2021
Choose your tier
One philosophy.
One philosophy.
Three ways in.
Core
0.25% / year
A diversified, automatically managed portfolio for investors getting serious.
- Globally diversified portfolio
- Automatic rebalancing
- Goal tracking dashboard
- $500 minimum
Premier
0.20% / year
Everything in Core, plus tax optimization and a dedicated human advisor.
- Everything in Core
- Tax-loss harvesting
- Dedicated advisor on call
- Priority rebalancing
- $25,000 minimum
Private
Bespoke
White-glove wealth management for complex estates and considerable assets.
- Everything in Premier
- Private credit & alternatives
- Estate & trust planning
- Family-office desk
- $2M minimum
Advisory fees billed monthly in arrears. *Illustrative figures for a concept product. Capital at risk; past performance is not a guide to future returns.