자산 · Wealth & Services
Wealth & services
The money picture and the services around it — total wealth across custodians, connection freshness, observed fees, your own budget, curated partners, and your membership. Open any card for the full screen.
Wealth
The whole picture across every custodian — total, entities, and accounts.
- $110,857,296
- total
- 6
- accounts
Custodians
Connected banks and brokers, and how fresh each connection's data is.
- 4
- connected
- 3
- stale
Fee X-Ray
Observed fees and spreads against benchmark ranges — descriptive findings.
- 6
- findings
Budget
Your own planned-vs-logged stewardship. Private to you; no money moves.
- 0
- plans
Partners
The family-curated service directory — recommended and approved partners.
- 3
- approved
- 1
- proposed
Plans
The family's Meridian membership band. Flat member-count pricing, no AUM link.
- band_6_10
- current band