Disclosures

Dock Street is a registered investment advisor. That means we do not charge commissions nor do we participate in the commissions our clients pay.

Please review the following disclosures to learn more about Dock Street:

Form ADV

Form ADV is filed with the Securities & Exchange Commission (SEC) each year. The Form ADV provides information on Dock Street’s fees, business practices, and service model.

Form CRS

Form CRS is also filed with the Securities & Exchange Commission (SEC). The Form CRS is a 2-page summary of Dock Street and the client relationship.

Privacy Policy

Dock Street Asset Management Inc has adopted our privacy policy with recognition that protecting the privacy and security of the personal information we obtain about our customers is an important responsibility. We also know that you expect us to service you in an accurate and efficient manner. To do so, we must collect and maintain certain personal information about you. We want you to know what information we collect and how we use and safeguard that information.

Testimonials

Client testimonials are from current clients, these clients were not compensated for their testimonials, and their experience may not represent that of all clients.

Annual Fee: 0.7%

This fee is our only source of revenue which means we are a fee-only fiduciary advisor. Custodians and other service providers have additional fees. Dock Street does not receive any portion of any of those fees.

Performance

Past performance is no guarantee of future returns. Actual performance of Dock Street clients may be higher or lower than presented here. Returns are net of all fees and expenses. More information on performance can be found here.