Scott Wood is a registered investment advisor at Drh Investments, INC., based in Thousand Oaks, CA, with 14 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 102 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment advisory fee is negotiable at DRHI’s discretion.
Fee Estimator
Location
141 Duesenberg Drive, Suite 15A, Thousand Oaks, CA, 91362
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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
Scott coaches football at Harvard-Westlake School and golf at Westmark School. These activities take about half of his time and about 10-20% of his time, respectively.
Employment History
Current Registrations
Drh Investments, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.