Financial Advisory Service Offerings

Neshaminy Creek Advisors > Our Services > Financial Advisory Service Offerings

	STREAM MEMBER	CREEK MEMBER	RIVER MEMBER
Monthly Podcast (2nd Monday of Month)	Y	Y	Y
Monthly Office Hours Calls (3rd Thursday of Month)	Y	Y	Y
Personal Planning Website with Tasks	Y	Y	Y
Online Document Vault	Y	Y	Y
One Page Post Meeting Plan	X	Y	Y
Annual Goals Assessment	Y	Y	Y
Annual Risk Tolerance Assessment	Y	Y	Y
Vendor List	Y	Y	Y
Quarterly Newsletter	Y	Y	Y
24-Hour Response on Inbound Communication*	Y	Y	Y
Priority Response on Inbound Communication	X	X	Y
Discretionary Investment Management**	at 1%/Annualized	at 1%/Annualized	at 1%/Annualized
Private In-Person Meetings/Year***	1	2	4
Private Formal Calls or Streaming Videos/Year	2	4	6
Invitations to Client Events/Year	1	2****	4****
401K/403B/Deferred Compensation Review	Semi-Annual	Semi-Annual	Quarterly
Annual Client Retreat	X	X	Y
Cost	$49/Month	$99/Month	$299/Month

Ask about our Blue Ocean Program ($1,000,000 Minimum in Investments with Neshaminy Creek Advisors).

* Inbound Communication includes voice mail, text, or email and must include a specific question to answer.

** 1% Annualized on 1st $1,000,000. 0.75% Annualized for assets above $1,000,000.

*** Distance permitting. Long distance clients (more than 3 hours away by car) will get more private calls or streaming videos.

**** One event that is exclusive to your membership level.