Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: It depends which strategy you pick: Corient’s investment strategies runs from $250,000 to $5,000,000, depending on the specific strategy or model portfolio. At the $250,000 low end, Corient’s own fee schedule works out to $2,500 a year; strategies at the high end require substantially more.
For a closer look at this firm: Is Corient a Fiduciary?
The minimum, in the firm’s own words
“Corient does not have a strict minimum client account size. However, Corient strategies have account minimums ranging from $250,000 to $5 million. Third-party managers that Corient Wealth Advisors … recommend may impose more restrictive account requirements and billing practices different than Corient’s.”
On waivability: “Corient does not have a strict minimum client account size.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| Corient’s investment strategies (lowest-minimum strategy) | $250,000 | $2,500 | Yes, at the firm’s discretion |
| Corient’s investment strategies (highest-minimum strategy) | $5,000,000 | Varies by strategy | Yes, at the firm’s discretion |
| Source: Corient Private Wealth LP Form ADV Part 2A Brochure, August 21, 2026 | |||
Corient’s own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $2,500 |
| $500,000 | $5,000 |
| $1,000,000 | $10,000 |
| $2,000,000 | $20,000 |
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Corient’s own published fee schedule runs up to $5,000 a year (the published maximum, which the firm says is negotiable); see the full dollar breakdown from Corient’s own fee disclosure across several account sizes. Read our full review of Corient before you decide.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? See how much it costs to leave Corient, or read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- 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 28, 2026, quoting directly from Corient’s own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction 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, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
How much do you need to open an account? Compare the minimum investment at 128 advisory firms, each taken from the firm’s own Form ADV Part 2A brochure.