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Minh Vo

Verus Financial Group
20 Years of Experience
Sugar Land, TX
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Minh Vo is a registered investment advisor at Verus Financial Group, based in Sugar Land, TX, with 20 years of industry experience. Minh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 388 clients with $160M in assets under management.

Verus Financial Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
388 clients
Average Client Portfolio
$409K average
Assets Under Management
$158.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Portfolio management fees will not exceed 1.50% of assets under management and are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

14141 Southwest Freeway, Suite 150, Sugar Land, TX, 77478

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
November 2021
Final
Employment Separation After Allegations
May 2019
View Full SEC ReportHow to Read Disclosures
Other 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
October 2021 - Present · 5 yrs
Previous Registrations
Cambridge Investment Research Advisors, INC.
July 2019 - October 2021 · 2 yrs 3 mos
Cambridge Investment Research, INC.Broker
July 2019 - October 2021 · 2 yrs 3 mos
MML Investors Services, LLC
November 2010 - June 2019 · 8 yrs 7 mos
MML Investors Services, LLCBroker
January 2007 - June 2019 · 12 yrs 5 mos
Foresters Equity Services, INC.Broker
July 2006 - January 2007 · 6 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
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