Advisor at Weitz Investment Management, Inc.
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Firm
Weitz Investment Management, Inc.
Location
Omaha, NE 68131-3312
Credentials
CFP®, Series 63
Industry experience
13 years
Jessica Nagengast is a CFP® with 13 years of experience, currently serving at Weitz Investment Management, Inc. in Omaha, NE. She has been with Weitz Securities, Inc. and Weitz Investment Management, Inc. since 2013. Weitz Investment Management, Inc. provides discretionary investment management to pooled vehicles, institutional separate accounts, and high-net-worth clients, including charitable organizations. The firm manages a range of equity and fixed-income strategies, offering portfolio management for mutual funds and ETFs while generally operating on a discretionary basis without market timing.
Based on Weitz Investment Management, Inc.
$0 - $35,000,000: 0.60% $35,000,000 - $50,000,000: 0.50% $50,000,000 - > $50,000,000: 0.40%
Account minimum: $10,000,000
3555 Farnam Street, Suite 800
Omaha, NE 68131-3312
Nebraska
Weitz Securities, Inc.
2013 - Present (13 years)
Weitz Investment Management, Inc.
2013 - Present (13 years)
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Is active or affiliated with:
Broker-dealer / trader
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Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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