Corient
Assets Under Management
$143.6B
Number of Clients
25,061
Number of Advisors
520
Average Client AUM
$5.7M
AUM per Advisor
$276.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Corient offers tailored investment management, financial planning, reporting, and consulting services. They manage accounts on a discretionary and non-discretionary basis, utilizing traditional investments like SMAs, mutual funds, and ETFs, as well as alternative investment strategies. Corient also provides services to retirement plans and offers personal CFO, tax planning, and trust services through affiliates.
Fee Structure
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.
Areas of Practice
Location
830 Brickell Plaza, Suite 4800, Miami, FL, 33131