Weitz Investment Management provides investment management services on a discretionary basis to investment funds and separate accounts. For separate accounts, Weitz offers asset management services with continuous supervision. Weitz obtains client information to determine risk tolerance and investment objectives. Investment recommendations are subject to market, currency, economic, political, and business risks.
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%
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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%