Meridian Managed Portfolios
Let our experts build and manage a diversified portfolio for you. Automated investing with professional oversight, tax-loss harvesting, and automatic rebalancing.
FDIC Insured · No hidden feesAccount Summary
Advisory fee0.35% / year
Account minimum$500
RebalancingAutomatic
Tax-loss harvestingIncluded
Advisor accessUnlimited
What's included
Everything you get with this account.
Personalized Strategy
We build a portfolio aligned to your goals, risk tolerance, and time horizon.
Automatic Rebalancing
Your portfolio is continuously monitored and rebalanced to stay on track.
Tax-Loss Harvesting
Automatically offset gains with losses to help reduce your tax bill.
Advisor Access
Unlimited access to licensed financial advisors by phone, chat, or in branch.
Diversified ETFs
Globally diversified portfolio of low-cost ETFs across asset classes.
Goal Tracking
Set goals and track progress with projections updated in real time.