Assets Under Management
$6.8B
Number of Clients
16
Number of Advisors
3
Avg. Portfolio per Client
$426.6M
Avg. Managed per Advisor
$2.3B
Compensation
Fee-Only (% of Portfolio)
Weitz Investment Management offers investment management services to registered investment companies (funds) and separate accounts. For separate accounts, Weitz offers asset management services with ongoing supervision. Weitz determines your risk tolerance and investment objectives to ensure the chosen strategy is suitable. Weitz manages investments for multiple clients and may give different advice or take different actions for some clients.
Weitz Investment Management's fees depend on the services provided and the type of client. Fees are generally negotiated on a case-by-case basis. Weitz manages investments for funds and separate accounts. The fees for each are different and are listed below:
Funds:
Separate Accounts:
Fees are negotiated with the client on a case-by-case basis. The minimum investment required to open separate accounts is as follows:
3555 Farnam Street, Suite 800, Omaha, NE, 68131-3312