Brent Boden is a CFP, ChFC-designated registered investment advisor at Corient, based in Cincinnati, OH, with 15 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 25,061 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
4030 Smith Rd, Suite #140, Cincinnati, OH, 45209
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Regulatory 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 ActivitiesSells Insurance
Brent is on the board of directors for St. Elizabeth Foundation and is writing a book about financial planning and investing for medical professionals. Brent is also a licensed insurance agent through BT Consulting LLC, selling life, disability, and long-term care insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Corient
Previous Registrations
Savvy
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Woodbury Financial Services, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.