Corient offers financial planning and investment advice to individuals, corporations, trusts, pension plans, and charities. Corient's advisors create tailored investment plans based on each client's needs and goals. They manage accounts with or without the client's prior consent for each trade. Corient also provides financial planning, reporting, and consulting for a fixed fee or hourly rate, where they offer advice but don't handle the trading directly.
Fee Structure
Corient's investment advisory fee varies based on the services provided and other considerations, but typically ranges up to 1.00% per year of the assets they manage. The fee is billed quarterly in advance, based on the value of your account on the last day of the prior quarter. If you start mid-quarter, the fee is prorated and included in the next quarter's billing. If you end the agreement mid-quarter, you'll receive a prorated refund for the remaining portion of the quarter.