V2 Financial Group manages investment portfolios and provides personalized investment advisory services for individuals and small businesses. V2 Financial Group builds diversified portfolios using stocks, bonds, cash, exchange-traded funds, and mutual funds, combining long-term strategic allocations with shorter-term tactical shifts based on macroeconomic conditions. The firm tailors its services to each client's investment objectives, time horizon, liquidity needs, and risk tolerance. V2 Financial Group specializes in investment management and does not offer standalone financial planning services.
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 are generally not negotiable, but annual fees may be lowered at the firm's sole discretion. Accounts over $10,000,000 are negotiable. A minimum annual fee of $2,500 applies to accounts smaller than $250,000. Performance-based fee arrangements are available for qualified clients in limited circumstances.