Dock Street Asset Management, founded in 1989, serves as an independent investment advisor to wealthy families. Our services include both asset management and investment advisory for individuals, families, trusts, foundations and small businesses. Our primary asset is the depth and breadth of our Investment Advisor's experiences specifically managing family assets.
We do not manage mutual funds nor do we operate any type of fund that pools client capital. Each client has their own separate account. All portfolios are individually managed with frequent consultation between clients and portfolio managers. Our minimum is $1 million for new relationships.
Dock Street is a registered investment advisor. That means we do not charge commissions nor do we participate in the commissions our clients pay. It means we file a Form ADV with the Securities & Exchange Commission each year, a copy of which is available here. Our fees are based on a percentage of client assets under management – generally 1% or less on an annual basis.
If you want more out of your investment team, it’s time for Dock Street.