Minh Vo
Minh Vo is a registered investment advisor at Verus Financial Group, based in Sugar Land, TX, with 19 years of industry experience. Minh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 388 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
The fee for all assets held within Charles Schwab Institutional is 0.80% annually. The firm will not charge clients in excess of 1.50% fee based upon the assets under management for all services listed within Item 4.
Fee Estimator
Location
14141 Southwest Freeway, Suite 150, Sugar Land, TX, 77478
Get directionsHistory
Regulatory History (2)
Regulatory
November 2021Employment Separation After Allegations
May 2019Other Business ActivitiesSells Insurance
Minh owns commercial rental property and is an advisory representative of a registered investment advisor. He is also an independent insurance agent for various companies, president of Verus Capital Ventures Inc., trustee of a company 401k, owner of Verus Financial Group, and a gym owner. Minh also participates in team-based models, providing consultation and advisory services to CPAs and clients, dedicating a few hours per week to each.
Employment History
Current Registrations
Verus Financial Group
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Foresters Equity Services, INC.Broker
State Registrations1 state
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.