V2 Financial Group is a registered investment advisor that manages investments for clients based on their goals, risk tolerance, and other relevant information. V2 uses modern portfolio theory, macroeconomic analysis, and behavioral finance to make investment decisions. They offer discretionary asset management services, building diversified portfolios across stocks, bonds, and cash. The firm requires clients to grant discretionary authority to manage their accounts.
Assets Under Management$280M
Clients198
Advisors4
Avg. per Client$1.4M
Avg. per Advisor$69M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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