Neshaminy Creek Advisors (NCA) manages investment portfolios based on clients' individual needs and goals. NCA also offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, and estate planning. NCA can also advise on assets held away from their primary custodian through Pontera Solutions, Inc.
Assets Under Management$18M
Clients96
Advisors1
Avg. per Client$190K
Avg. per Advisor$18M
Fee Structure
Planning is included in investment management (also available separately)
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.
Loading...