CC

Catherine Zweig Cory

30 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
941 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$2.0B

Fee Structure

Financial Plan Fee:$10,000 - $50,000
Hourly Rate:$100 - $500/hr

Gryphon's fees are negotiable and tailored to the specific services provided. Fees can be based on a percentage of assets under management, hourly charges, fixed fees, or other retainer/service fees. Clients invested in the Gryphon Global Equity strategy will be subject to an additional annual advisory fee up to 0.125%. However, the annual advisory fees charged by Gryphon will not exceed 1.5%. Hourly rates for exit strategy and financial planning range from $100 to $500 per hour. Fixed fees for financial plans may range from $10,000 to $50,000 or more.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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Advisor Information

Office location

325 John H. Mcconnell Blvd., Suite 425, Columbus, OH, 43215

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Regulatory History
Clean regulatory record

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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Other Business Activities

Catherine is a member of Gryphon Capital Partners, LLC since 2018, Gryphon Normandy Partners, LLC and Gryphon Normandy Manager, LLC since 2019, and manager of Grandview Partners GP I, LLC since September 2022 and Grandview Partners Management, LLC since October 2022. She spends minimal time on each of these investment-related activities.

Employment History
Current Registrations
Gryphon Financial Partners
June 2017 - Present · 8 yrs 7 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2017 - February 2019 · 1 yr 8 mos
Hightower Securities, LLCBroker
May 2014 - June 2017 · 3 yrs 1 mo
Hightower Advisors, LLC
May 2014 - June 2017 · 3 yrs 1 mo
Morgan Stanley
June 2009 - May 2014 · 4 yrs 11 mos
Morgan Stanley Broker
June 2009 - May 2014 · 4 yrs 11 mos
Citigroup Global Markets INC.
December 2001 - June 2009 · 7 yrs 6 mos
Citigroup Global Markets INC. Broker
November 2001 - June 2009 · 7 yrs 7 mos
Morgan Stanley Dw INC.Broker
November 1997 - November 2001 · 4 yrs
Smith Barney INC. Broker
April 1996 - September 1997 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
June 1995 - February 1996 · 8 mos
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.
Catherine Zweig Cory - Financial Advisor | AdvisorDiscover