Catherine Pitts is a CFP-designated registered investment advisor at Corient, based in Menlo Park, CA, with 10 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, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 25,061 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Corient's investment advisory fee varies based on the services provided and other considerations, but typically ranges up to 1.00% per year of the assets they manage. The fee is billed quarterly in advance, based on the value of your account on the last day of the prior quarter. If you start mid-quarter, the fee is prorated and included in the next quarter's billing. If you end the agreement mid-quarter, you'll receive a prorated refund for the remaining portion of the quarter.
Location
1550 El Camino Real, Suite 200, Menlo Park, CA, 94025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Catherine owns Dasha Boutique, a jewelry boutique, and spends about 10-20% of her time per year overseeing the website and customer emails. She is also a partner in 2812-2814 Lyon St, LLC, dedicating minimal time to managing it.
Employment History
Current Registrations
Corient
Previous Registrations
Portola Partners
Brownson, Rehmus & Foxworth, INC.
State Registrations1 state
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