Corient Private Wealth is a registered investment advisor providing tailored investment management, financial planning, tax planning, family office services, and trust administration. The firm works with individuals, high-net-worth families, trusts, estates, and business entities. Corient creates customized portfolios using a mix of individual stocks and bonds, exchange-traded funds, mutual funds, and alternative investments such as private equity and private debt through both in-house strategies and third-party managers. Portfolios are managed on a discretionary or non-discretionary basis depending on client preferences. Corient takes a goals-based approach to wealth management, emphasizing comprehensive financial planning, risk management, and ongoing portfolio oversight.
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.