Venkatakrishna Vedam
Advisor at V2 Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at V2 Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Naperville, IL
Credentials
Series 65
Industry experience
19 years
Venkatakrishna Vedam is a financial advisor with V2 Financial Group, LLC, holding a Series 65 credential and 19 years of industry experience. He has been with V2 Financial Group since 2006 and also works as a mortgage consultant and loan officer at ABS Home Mortgage, where he has been involved since 2004. Additionally, Vedam serves as president of Millennium Financial and Business Services, Inc., providing business consulting to small businesses. V2 Financial Group is a registered investment adviser serving individual and small-business clients, including high-net-worth individuals, with discretionary asset management and personalized portfolio construction. The firm combines modern portfolio theory with macroeconomic, technical, and behavioral analysis to manage multi-hundred-million dollar portfolios across various asset classes.
Based on V2 Financial Group, LLC
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.25% Over $10,000,000+: Negotiable
Charged to qualified clients with net worth > $2,200,000 or assets managed > $1,100,000; performance fee is a percentage of excess returns above benchmark, billed annually in arrears; includes minimum exit fee of 0.25% or $5,000 if fees paid are less than minimum
Minimum fee: Minimum annual fee of $2,500 for accounts smaller than $250,000; may be waived or discounted at Firm's discretion
Naperville, IL
Illinois · Texas
V2 Financial Group
2019 - Present (7 years)
V2 Financial Group
2008 - 2019 (11 years)
V2 Financial Group
2006 - 2019 (13 years)
ABS Home Mortgage
2004 - Present (22 years)
Millennium Financial and Business Services, Inc.
2002 - Present (24 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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