Corient

CRD#319448
Investment Advisor Firm

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Overview

Corient is located at 2 S Biscayne Blvd, Miami, FL. The firm employs 476 financial advisors to manage client portfolios and provide financial guidance. Corient is not a registered broker-dealer.

Corient oversees $118.2 billion in assets under management across 97,020 accounts, of which 84,981 are discretionary and 12,039 are non-discretionary. Over the past year, the firm has provided financial planning services to 11,000 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services, market timing services, and educational seminars. The firm caters to a diverse range of investors, including retail investors, high net worth investors, banking institutions, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, and corporations. High net worth investors are the largest client type by accounts. The fee structure at Corient includes asset-based, hourly, fixed, performance-based, and other fees. The firm has 16,961 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, a trust company, and an accountant or accounting firm.

Corient is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Assets Under Management

$118.2 billion

Number of Advisors

476

Disclosures

No

Office Location

2 S Biscayne Blvd
Miami, FL 33131

Corient by the Numbers

Total Assets Under Management

$118.2 billion

National Average: $8.6 billion
Total Number of Employees

845

National Average: 64
Total Number of Accounts

97,020

National Average: 375,227
Average Account Size

$1.2 million

National Average: $23.0 thousand
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Products and Services

Corient offers a variety of financial services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services, market timing services, and educational seminars. In the past fiscal year, Corient provided 11000 of its accounts with financial planning services. It is engaged in selling products or offering services aside from investment advice to its clients.

Core Advisor Services

  • Offered by 31% of firms

    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

  • Offered by 46% of firms

    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

  • Offered by 0% of firms

    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

  • Offered by 20% of firms

    Selection of Other Advisors

    This is the firm's assistance with choosing other advisors to work with who may have different specialties.

  • Offered by 3% of firms

    Publication of Periodicals

    This is the publication of various financial education materials.

  • Offered by 6% of firms

    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

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Fee Structure

A financial advisor's fees largely depend on which services the firm provides the client. Fees billed by Corient can consist of any combination of the following fee types: asset-based, hourly, fixed, performance-based, or other. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Corient.

Available

  • Offered by 69% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 21% of firms

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Offered by 26% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Offered by 32% of firms

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Offered by 10% of firms

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Unavailable

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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Types of Clients

The company works with a broad range of clients. The company works with retail investors, high net worth investors, banking institutions, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, corporations, and other. Out of its 11 clients, Corient's largest client group by number of accounts is high net worth investors, though it also caters to 16961 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of more than $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).

  • High-Net-Worth Individuals* - 57.84%
  • Other Individuals - 36.08%
  • Corporations - 3.86%
  • Charitable Organizations - 2.22%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Corient does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Corient

Maria Wolters
Columbus, OH
Lauren Blaney
San Diego, CA
Jeremy Lam
Chicago, IL
Daniel Boldon
Chicago, IL
Bryan Blades
Wayne, PA
Ashley Nimon
Wayne, PA
Matthew Broom
Atlanta, GA
Linsey Winkler
Miami, FL

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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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