Richard Nerad is a registered investment advisor at Nerad + Deppe Wealth Management, based in La Jolla, CA, with 21 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 177 clients with $180M 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 | 1.25% |
The maximum annual fee charged for investment management services will not exceed 1.25%. Fees are determined by individual investor attributes, such as age, time horizon, risk tolerance, net worth, and financial goals. Fees are negotiable.
Fee Estimator
Location
4250 Executive Square, Suite 545, La Jolla, CA, 92037
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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 →Employment History
Current Registrations
Nerad + Deppe Wealth Management
Previous Registrations
Alphacore Capital LLC
Nerad and Deppe Wealth Management
Ameriprise Financial Services, INC.
State Registrations2 states
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.