Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Corient is registered with the SEC as an investment adviser (CRD #319448, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run up to $5,000 a year (the published maximum, which the firm says is negotiable) under its published fee schedule. Already a client and thinking about leaving? Budget $50 at Schwab, or $150 at Pershing Advisor Solutions LLC, depending on your custodian. This review covers what its fee brochure and current SEC registration confirm today; this firm also has a fiduciary-status page and minimum-investment page on this site.
Corient at a glance
| Fact | What Corient’s own pages say |
|---|---|
| Legal entity | Corient Private Wealth LP |
| Registration | Corient Private Wealth LP is registered with the SEC as an investment adviser (CRD #319448, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | Up to $5,000 a year (the published maximum, which the firm says is negotiable), per its own current brochure |
| Minimum to open an account | See the minimum-investment page for Corient |
| Cost to leave (exit fee) | $50 at Schwab, or $150 at Pershing Advisor Solutions LLC, depending on your custodian |
What Corient’s own fee schedule charges
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 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.”
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).
| Account balance | Annual fee |
|---|---|
| $250,000 | $2,500 |
| $500,000 | $5,000 |
| $1,000,000 | $10,000 |
| $2,000,000 | $20,000 |
See the full breakdown, including how the figure is calculated, on Corient’s own fee page.
Registration
Corient Private Wealth LP is registered with the SEC as an investment adviser (CRD #319448, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity). For the fiduciary-standard question itself, see the fiduciary-status page for Corient.
What it costs to leave
Corient Private Wealth LP itself charges nothing to end the relationship (its Form ADV Part 2A describes only a pro-rated refund of any prepaid fee). The cost is set by whichever custodian actually holds your account: Schwab’s standard outgoing-transfer fee is $50, and Pershing Advisor Solutions LLC (one of the custodians Corient’s own brochure names) charges $150 for an account termination.
Full mechanics and sources: how to leave Corient.
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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 IAPD firm summary (CRD #319448, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/319448
Methodology. This page was built September 28, 2026, drawing directly on Corient’s own current fee brochure, linked above, and a fresh SEC IAPD registration check run the same day. As of September 28, 2026, this site publishes a fiduciary-status page and a minimum-investment page for Corient; where the exit-fee page already exists it is linked above and drawn from that already-sourced page. Any fact we could not independently confirm 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 Corient’s own Form ADV Part 2A and Form CRS. We have not used Corient as a client. Corient did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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.
Comparing firms? See all 182 advisor firm reviews in one table, with each firm’s type and its fee on a $500,000 account.