Nerad + Deppe Wealth Management offers investment management, where they create portfolios typically consisting of exchange-traded funds (ETFs). They also offer financial planning and consulting services covering investment, retirement, estate, charitable, education, and tax planning, as well as real estate and insurance analysis. Nerad + Deppe tailors investment advice to each client and may use third-party investment advisors.
Assets Under Management$180M
Clients177
Advisors2
Avg. per Client$1M
Avg. per Advisor$88M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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