Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Corient's advisory fee typically takes the form of a percentage of assets under management and/or advisement, ranging up to 1.00% per annum. Fees are billed quarterly in advance. Financial planning fees are negotiated and billed monthly in advance. Clients may incur separate fees charged by the custodian for transfers, buying and selling of securities, and other custodian fees.
Areas of Practice
Advisor Information
Office location
220 S. School Ave., Fayetteville, AR, 72701
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michelle is an investment advisor representative (IAR) at Cabana Asset Management, dedicating about 10-20% of her time to this role. She is also a Senior Client Success Specialist and Wealth Advisor at Corient Private Wealth, working nearly full-time in this position.