Jessica Nagengast
Jessica Nagengast is a CFP-designated registered investment advisor at Weitz Investment Management, INC., based in Omaha, NE, with 13 years of industry experience. Jessica 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 →Employment History
Current Registrations
Weitz Investment Management, INC.
Weitz Securities, INC.
Weitz Securities, INC.Broker
Previous Registrations
LPL Financial LLCBroker
Cwm, LLC
State Registrations1 state
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