Home / Fees
One fee. Nothing else.
One annual fee on your portfolio, lower as it grows. Minimum investment $10,000.
$10,000 – $50,000Portfolio size
2.00% a year
$50,000 – $100,000Portfolio size
1.75% a year
$100,000 – $250,000Portfolio size
1.50% a year
$250,000 – $1 millionPortfolio size
1.25% a year
Above $1 millionPortfolio size
1.00% a year
The rate for your portfolio’s size applies to the whole portfolio. A $150,000 portfolio pays 1.50% on the full $150,000.
This fee is the only money we earn from you.
Came to us through an adviser or distributor? You pay exactly the same fee, with no extra layer and no separate charge. Your adviser is compensated by Meridian out of this fee.
What it covers.
Everything we do for you, every year.
01
Your global plan
How much to hold abroad, where, and why, sized to your goals and dollar needs.
02
Your portfolio
Built from low-cost funds in your own Interactive Brokers account, rebalanced every year.
03
Your paperwork
LRS tracking, TCS planning and a tax-ready summary for your CA.