Arnold Weitz and Company manages investment portfolios and offers financial planning services to individuals, families, trusts, corporations, and charitable organizations. Arnold Weitz and Company provides investment advice tailored to each client's needs, considering their life situation, objectives, and preferences. Financial planning services include retirement planning, estate planning, and insurance planning. Arnold Weitz and Company also offers access to Raymond James & Associates managed wrap programs.
Assets Under Management$440M
Clients34
Advisors2
Avg. per Client$13M
Avg. per Advisor$220M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
Rates on bond portfolios may differ. Fees may be negotiable within the stated fee schedule. Cash balances exceeding 20% of the account value may be excluded from the billable account value.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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