SD
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Scott Dittmer

11 Years of Experience
Tulsa, OK
Broker

Scott Dittmer is a registered investment advisor at Drawbridge Capital, based in Tulsa, OK, with 11 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 951 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
951 clients
Average Client Portfolio
$200K average
Assets Under Management
$189.9M

Fee Structure

Minimum Investment:$1K
Planning is included in investment management (also available separately)

Drawbridge Capital charges a percentage of your portfolio's value each year. The exact fee can be negotiated, but will not exceed the following:

  • $15,000 - $99,999 — 2.00%
  • $100,000 - $249,999 — 1.90%
  • $250,000 - $499,999 — 1.80%
  • $500,000 - $999,999 — 1.65%
  • $1,000,000 - $1,999,999 — 1.50%
  • $2,000,000 - $2,999,999 — 1.40%
  • $3,000,000 - $3,999,999 — 1.30%
  • $4,000,000 – $4,999,999 — 1.20%
  • $5,000,000 + — 1.10%

If your account falls below $15,000, Drawbridge Capital may ask you to terminate the account.

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Location

7134 S.Yale Ave, Ste 700, Tulsa, OK, 74136

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Scott operates his LPL business through Regent Financial Services, Inc. He also provides investment advisory services through Drawbridge Capital LLC, an independent investment advisor firm, dedicating about a quarter of his time to this activity.

Employment History
Current Registrations
Drawbridge Capital
December 2023 - Present · 2 yrs 5 mos
LPL Financial LLCBroker
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Thrivent Investment Management INC.
January 2015 - December 2023 · 8 yrs 11 mos
Thrivent Investment Management INC.Broker
November 2014 - December 2023 · 9 yrs 1 mo
State Registrations4 states
FLMOOKTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Scott Dittmer - Financial Advisor | TrueAdvisor