Dock Street Asset Management offers customized investment advice and manages investment portfolios for individuals, families, and other entities. Dock Street works with clients to determine their investment goals and then builds a portfolio based on predefined model portfolios. Dock Street monitors portfolio performance and rebalances as needed. Dock Street requires discretionary authority to manage client accounts.
Assets Under Management$910M
Clients161
Advisors2
Avg. per Client$5.6M
Avg. per Advisor$450M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Legacy clients may be on a historical fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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