Luke Milholland is a CFP, ChFC-designated registered investment advisor at Vault Wealth, based in Oklahoma City, OK, with 17 years of industry experience. Luke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 282 clients with $61M 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 $2.0M | 1.20% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.40% |
Trading & transaction costs are included in this fee as part of our Wrap Fee Program. Fees are negotiable.
Fee Estimator
Location
600 NW 23rd St., Suite 102, Oklahoma City, OK, 73103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Luke is involved in several business activities, including owning rental properties, managing Vault Insurance Brokerage LLC as an insurance agent, working as a real estate agent for Chamberlain Realty LLC, and acting as an independent contractor for National Gold Consultants. He also is a partner in Saltbox Development LLC, managing member of Cortado, LLC, and managing member of Bunkhouse Properties, LLC. Luke spends minimal time on most of these activities, except for Saltbox Development LLC, which takes about a quarter of his time.
Employment History
Current Registrations
Vault Wealth
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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