Sarah Coates is a registered investment advisor at Corient, based in Chicago, IL, with 2 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 26,586 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees vary by client and services provided, ranging up to 1.00% per year, and are negotiable. Clients acquired through business acquisitions may remain on their legacy fee schedules.
Fee Estimator
Location
10 S Wacker Drive, Suite 3100, Chicago, IL, 60606
Get directionsHistory
Regulatory History (1)
Financial
September 2019Employment History
Current Registrations
Corient
Previous Registrations
Calamos Wealth Management LLC
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.
Exams
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