Tiffany Polifka is a CFP-designated registered investment advisor at Arnold Weitz & CO, based in Elkhorn, NE, with 20 years of industry experience. Tiffany 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
20488 Park Road, Elkhorn, NE, 68022
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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
Tiffany works as a registered assistant/advisor/planner for Arnold Weitz & Co., an independent RIA, since 2010. This takes about a quarter to half of her time, with a few hours per week during trading hours.
Employment History
Current Registrations
Arnold Weitz & CO
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations32 states
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