A plain set of answers on minimums, fees, reporting and how a relationship with Meridian begins. If your question is not here, the firm will answer it directly.
We advise endowments and foundations, defined-benefit pension schemes, and private or family offices. The common thread is long-horizon capital with real obligations attached. We deliberately keep to that one client type so the firm's expertise stays concentrated.
Meridian is built for institutional capital, and our engagements typically begin in the tens of millions. We would rather decline a mandate than accept one we cannot serve to our standard — the honest conversation about fit happens before any agreement.
We charge a single, transparent advisory fee as a percentage of assets under advisement. We accept no commissions, no product rebates and no distribution incentives of any kind. The fee is disclosed in full before engagement, and there are no charges a partner has not seen and agreed.
No. Meridian holds no proprietary funds and no product shelf. We are an advisory firm. That independence is deliberate — it means our recommendation to a partner is never shaped by what we have to sell.
Partners receive a complete written report every quarter — positions, fees, assumptions and results measured against their own liabilities. Beyond the schedule, the partner who holds your relationship is reachable directly, and we will always raise a material change rather than wait for the next report.
A named partner. Meridian does not rotate relationships through a service desk — the advisor who builds an engagement keeps it. For generational capital, continuity of the people stewarding it is part of the service.
It begins with an unhurried conversation — no pitch and no obligation. If there is a fit, we map your liabilities, document a proposed approach, and walk you through it in full before anything is committed. You can start that conversation from our contact page.
If your question is not above, send it to us — a partner will reply, not a form letter.