Venkatakrishna Vedam is a registered investment advisor at V2 Financial Group, LLC, based in Naperville, IL, with 19 years of industry experience. Venkatakrishna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 198 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
Naperville, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Venkatakrishna works as a mortgage consultant/loan officer for ABS Home Mortgage, dedicating about half of his time to originating loans and developing new business. He is also the president of Millennium Financial and Business Services, Inc., a business consulting firm, spending about 10-20% of his time providing consulting services to small businesses.
Employment History
Current Registrations
V2 Financial Group, LLC
State Registrations2 states
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