Ryan Holloman
Ryan Holloman is a registered investment advisor at Weitz Investment Management, INC., based in Omaha, NE, with 20 years of industry experience. Ryan 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:
-
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
Get directionsHistory
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 →Employment History
Current Registrations
Weitz Investment Management, INC.
Weitz Securities, INC.
Weitz Securities, INC.Broker
Previous Registrations
Tortoiseecofin Securities, LLCBroker
Tortoiseecofin Investments Partners, LLC
Montage Investments, LLC
Montage Securities, LLCBroker
Ivy Funds Distributor, INC.Broker
Waddell & ReedBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
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.