Corient's advisory fees vary based on services and other considerations, typically as a percentage of assets under management, ranging up to 1.00% per annum. Fees are billed quarterly in advance. Financial planning fees are negotiated and billed monthly in advance. Retirement plan fees have a maximum of 0.75% annually with a minimum quarterly fee of $5,000. Clients may incur separate fees from custodians and third-party managers. Clients who joined through an acquisition may have tax services included as part of their existing Advisory Agreement.