Guides › Financial Advisor Fees
Updated September 27, 2026. Quick answer: Corient discloses a maximum, individually negotiated rate of 1.0% in its Corient Private Wealth LP Form ADV Part 2A Brochure (August 21, 2026). Converted to dollars, that runs $5,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Corient Private Wealth LP Form ADV Part 2A Brochure (August 21, 2026): “The structure and level of Corient’s advisory fee will vary by client based upon the services provided and other considerations deemed relevant by Corient but typically takes the form of a percentage of assets under management and/or advisement, ranging up to 1.00% per annum. Corient, in its sole discretion, may, and does, negotiate its investment advisory fee and/or charge a flat fee based upon certain criteria (e.g., anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, competition, etc.). As a result, similarly, situated clients pay different fees.”
Note: The SEC-registered legal entity behind the “Corient” brand is Corient Private Wealth LP, a limited partnership. Corient was formed from the 2023 rollup of dozens of independent RIAs (its IAPD record lists over 40 other names, including RGT Wealth Advisors, McCutchen Group and Dowling & Yahnke Wealth Advisors); this page cites the single combined entity’s own current brochure.
The published maximum: 1.0% per year.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $2,500 | 1.00% |
| $500,000 | $5,000 | 1.00% |
| $1,000,000 | $10,000 | 1.00% |
| $2,000,000 | $20,000 | 1.00% |
Corient’s own brochure states its advisory fee typically takes the form of a percentage of assets under management ranging up to 1.00% per annum, individually negotiated per client; each balance shown is priced at 1.00% of assets (Corient publishes no lower discrete tier, so the same 1.00% ceiling applies at every balance shown).
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Corient’s own published maximum rate runs up to $5,000 a year.
Comparing Corient against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
Compare your next step
Just comparing fees? Keep reading the fee guide.Optional next step
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Source: WiserAdvisor’s service descriptionSources
- Corient Private Wealth LP Form ADV Part 2A Brochure (August 21, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055676
- SEC Investment Adviser Public Disclosure, Corient Private Wealth LP (CRD #319448): https://adviserinfo.sec.gov/firm/summary/319448
- Corient Private Wealth LP, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/319448/PDF/319448.pdf
Methodology. This page was built September 27, 2026, drawing on Corient’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Thinking about leaving Corient instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
Weighing whether to move ahead? Read the full Corient review.
Is Corient a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Corient’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Corient against other options? See Corient alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.
How does this compare? See the annual fee on $500,000 at 165 advisory firms, each from the firm’s own filing.