Catherine Veres
Catherine Veres is a CFP, PFS-designated registered investment advisor at Cornerstone Family Office, LLC, based in Mayfield Heights, OH, with 22 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, Tax Planning. Their firm serves 27 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Cornerstone Family Office does not manage client assets directly. They assist clients in selecting investment managers and review client investment portfolios in conjunction with an asset allocation. They will also evaluate investment proposals presented to the client by third parties.
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.
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Current Registrations
Cornerstone Family Office, LLC
State Registrations2 states
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