Patrick Clark

Neshaminy Creek Advisors (NCA) charges a percentage of your portfolio's value each year for investment management.

For new clients, the fees are:

• Up to $60,000: 2.00% per year
• $60,001 - $120,000: $100 per month
• $120,001 - $1,000,000: 1.25% per year
• Over $1,000,000: 0.85% per year

For legacy clients (those with a prior relationship with Patrick Clark), the fees are:

• Up to $100,000: 2.00% per year
• $100,001 - $300,000: 1.75% per year
• $300,001 - $500,000: 1.50% per year
• $500,001 - $1,000,000: 1.25% per year
• Over $1,000,000: 1.00% per year

For accounts managed through Pontera, the annual fee is 0.50% of the assets managed.