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
5560 Tennyson Parkway, Suite 260, Plano, TX, 75024
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
Louis is the CFO of The Cabana Group, LLC, a holding company, and spends about 10-20% of his time there. He also works at Hesse, Hesse & Blythe PC for a few hours per week, is an IAR at Cabana Asset Management (spending about 10-20% of his time), and is a partner and wealth advisor at Corient Private Wealth (nearly full-time).