William Malone is a registered investment advisor at Vault Wealth, based in Oklahoma City, OK, with 10 years of industry experience. William 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 Activities
William works as a sterile processing technician at Community Hospital South. This non-investment related activity takes a full-time commitment.
Employment History
Current Registrations
Vault Wealth
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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