Giuseppe Merlo
Giuseppe Merlo is a registered investment advisor at Weitz Investment Management, INC., based in Omaha, NE, with 18 years of industry experience. Giuseppe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 16 clients with $6.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Weitz Investment Management manages investments for separate clients. Fees are negotiated on a case-by-case basis. Here are the typical annual management fees:
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Conservative Allocation (minimum $35M)
- First $35M: 0.60%
- Next $15M: 0.50%
- Over $50M: 0.40%
-
Core Plus Income (minimum $25M)
- First $50M: 0.40%
- Next $50M: 0.34%
- Over $100M: 0.28%
-
Large Cap Equity (minimum $10M)
- First $10M: 0.75%
- Next $40M: 0.70%
- Next $50M: 0.60%
- Over $100M: 0.50%
-
Moderate Allocation (minimum $25M)
- First $25M: 0.60%
- Next $25M: 0.50%
- Over $50M: 0.40%
-
Multi Cap Alternative (minimum $25M)
- First $25M: 1.00%
- Next $25M: 0.80%
- Next $50M: 0.70%
- Over $100M: 0.60%
-
Multi Cap Equity (minimum $10M)
- First $10M: 0.75%
- Next $40M: 0.70%
- Next $50M: 0.60%
- Over $100M: 0.50%
-
Short Duration Income (minimum $25M)
- First $50M: 0.40%
- Next $50M: 0.34%
- Over $100M: 0.28%
Location
3555 Farnam Street, Suite 800, Omaha, NE, 68131-3312
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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
Giuseppe has been a board advisor for Daily Dose Enterprises, LLC, a non-investment related beverage company, since 2019. He is not compensated for this role and spends minimal time on it.
Employment History
Current Registrations
Weitz Investment Management, INC.
Weitz Securities, INC.
Weitz Securities, INC.Broker
Previous Registrations
Wbi Investments, INC.
Millington Securities, INC.Broker
Lord, Abbett & CO. LLC
Lord Abbett Distributor LLCBroker
Oppenheimer & CO. INC.Broker
Maxim Group LLCBroker
State Registrations1 state
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