Nerad+Deppe - Senior Service Professional in San Diego, California

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Service Category
Financial Planners
Address
8910 University Center Lane
Suite 645
San Diego, California 92122
Phone
(858) 457-1325
Website
https://www.nd-wm.com/
Regions Served
Array

About

Nerad + Deppe Wealth Management (NDWM) was established in 2009 as a Registered Investment Adviser.  Richard Nerad and Steve Deppe have worked together since 2005 and previously owned a franchise of a national investment and planning firm. We specialize in disciplined portfolio management focused on investing for long-term returns while managing risk.  We provide prudent and thoughtful financial advice tailored toward maximizing our clients’ ability to achieve their stated financial objectives. 

Fee-Only
NDWM is a fee-only RIA firm, meaning we do not receive commissions or transaction-based compensation from a parent company. We do not offer and sell products, and we are paid exclusively by our clients on a fee for service basis.

Fiduciary/Custody
NDWM operates in a fiduciary capacity. This means that we will always act in the best interest of our clients. NDWM has no relationship or affiliation with any brokerage or investment firm that views us as agents or registered representatives to maximize their bottom-line. For our client’s protection, NDWM does not maintain custody of client’s assets. NDWM has an Advisor-Custodian relationship with Fidelity Institutional Wealth Services. While NDWM may be authorized to make investment decisions on your behalf and service your account, Fidelity Institutional Wealth Services actually has possession, or custody, of your assets. 

Who We Serve
At NDWM, we serve our clients in two primary areas:

1. Investment Management
2. Financial Planning

NDWM seeks long-term relationships with high net worth individuals and generally requires a minimum of $250,000 of potential assets under direct management for each new client relationship. We believe it's important to take the time in our initial meeting to see if it’s a good fit for us to work together. If you find you have needs in one or each of these areas and are looking for an independent boutique firm that will give you the kind of attention you deserve, we encourage you to contact us!

Areas of Specialization

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