Catherine Veres
Catherine Veres is a CFP, PFS-designated registered investment advisor at Cornerstone Family Office, LLC, based in Mayfield Heights, OH, with 23 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Retirement Planning, and 1 more. Their firm serves 39 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Cornerstone Family Office charges fixed quarterly fees for its ongoing financial counseling and tax services, ranging from $1,200 to $22,500 per quarter (or $4,800 to $90,000 per year), based on the complexity of your situation and estimated time required.
Location
Monarch Centre #300, 5885 Landerbrook Dr., Mayfield Heights, OH, 44124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
Cornerstone Family Office, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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