Arnold Weitz is a registered investment advisor at Arnold Weitz & CO, based in Omaha, NE, with 53 years of industry experience. Arnold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 34 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
Rates on bond portfolios may differ. Fees may be negotiable within the stated fee schedule. Cash balances exceeding 20% of the account value may be excluded from the billable account value.
Fee Estimator
Location
414 S 14 Street, Omaha, NE, 68106
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Arnold is a financial advisor and owner of Arnold Weitz and Company, an independent RIA, dedicating about a quarter to half of his time. He also owns rental real estate through Track Record LLC, spending minimal time on this activity.
Employment History
Current Registrations
Arnold Weitz & CO
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Weitz Arnold & CO
Robert Thomas Securities, INCBroker
Hamilton Investments, INC.Broker
Rodman & Renshaw INC.Broker
Shearson Hayden Stone INC.Broker
Shearson Hayden Stone INC.Broker
Hayden Stone INC.Broker
H. Hentz & CO., INC.Broker
State Registrations33 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.