Arnold Weitz & Co

Item 5 - Fees and Compensation

Item 5 (A)

Compensation for advisory services is negotiated at the time of agreement between the client and Arnold Weitz
and Co. New ongoing Financial Planning clients of Arnold Weitz and Company generally begin by paying an
initial, one-time cost and/or annual percentage of investment cost, as described below.

Our Primary Service for Individuals and Families –

     1) Ambassador

Ambassador accounts are a fee-based account, offered and administered through Raymond James &
Associates, Member NYSE/SIPC, which offers you, on a non-discretionary basis (or discretionary, provided
certain qualifications are met), the ability to pay an advisory fee on the assets in your account in lieu of a
commission for each transaction.

Account Minimum: $25,000

Arnold Weitz and Co’s uses the fee schedule provided by Raymond James & Associates as a basis for our
Ambassador accounts. Please note that quoted fees may be negotiated within the stated fee schedule and
certain circumstances may dictate an exception from the set range.

Up to $ 1 Million                       2.25% Annually
$1 Million up to $2 Million             2.00% annually
$2 Million up to $5 Million             1.75% annually
$5 Million up to $10 Million            1.50% Annually
$10 Million and up                      1.25% Annually

Rates on bond portfolios may differ.

The fee will be paid quarterly and in arrears for clients’ who transitioned over from IMPAC accounts to the
Ambassador Program and in advance for all new Ambassador accounts. The fee is calculated using the
account value on the last business day of the quarter for the previous quarter.

Your Agreement may be terminated by you or us at any time upon providing notice pursuant to the provisions
of your Agreement. In the event of termination of your Agreement, we will refund to you the prorated portion of
the fee for the quarter of termination. There is no penalty for terminating your agreement.

2)   Freedom Accounts

The Freedom Account is an investment advisory account which allocates your assets, through discretionary
mutual fund or exchange traded fund (“ETF”) management, based upon your financial objectives and risk
tolerances. You appoint Raymond James & Associates, Member NYSE/SIPC as your investment manager to
select the representative funds and monitor their performance on a continuing basis. Arnold Weitz & Company
provides fiduciary advice for a portion of the fee.

For further information refer to the RJA Wrap Fee Program Brochure.

       Arnold Weitz & Company                                                          SEC File No.: 801- 801- 69800
       Form ADV Part 2A Brochure                                                                         March 2025

3)    Financial Planning

New clients generally pay a one-time initial fee. This is to pay for the comprehensive analysis and review of
your current situation. We will use the related financial documents you provide to create a snapshot of your
current position and hold the necessary number of meetings to help you create a future plan.

       1) Initial, one-time cost: For new clients, this initial cost is determined by the complexity of your
          situation. Generally, the fee ranges from $500 to $5000. These values are based on an hourly fee
          of $150 per hour. This amount may be higher for more complex situations.

       2) Ongoing Financial Planning and Investment advice: Once an initial inventory of your situation has
          been completed, all subsequent financial advice is billed at a flat rate. This rate is determined
          based the number of hours and an hourly fee of $150 per hour. This may be higher for more
          complex situations.

The hourly rate above is non-negotiable; however, we may offer fee discounts to employees or members of
certain employers or organizations. The number of hours billed may be negotiable, as you may specify or limit
the scope of the financial planning initially completed prior to becoming an ongoing Financial Planning &
investment advisory Service client. Hourly financial planning excludes any form of investment advice.

We will generally ask for a deposit towards the total estimated amount required when beginning our work. Your
Agreement may be terminated by you or us at any time upon providing notice pursuant to the provisions of your
Agreement. In the event of termination of your Agreement, we will refund to you the prorated portion of the fee
for the work completed at the point of termination. There is no penalty for terminating your account.

You may choose to how to pay your ongoing financial planning fees. They can be deducted from your
account(s) and paid directly to our firm by the custodian’s or you may pay the firm upon receipt of a billing
notice sent directly to you if that preference has been stated to us in writing 30 days in advance. All fees are
due upon receipt of the billing notice.

OTHER COMPENSATION CONSIDERATIONS:

AGGREGATION OF RELATED FEE-BASED ACCOUNTS

We aggregate fee-based accounts for billing purposes based on information you provide, though it is ultimately
your obligation to notify us of accounts you believe should be included as related. Upon your request, we will
aggregate related accounts to calculate a lower, blended fee based on the total combined "Relationship Value,"
which may result in a lower breakpoint rate, or apply a negotiated discount if it is lower than the maximum
program fee schedule.
    • Relationship Determination: While generally based on shared address, statement delivery, or tax
        identification (such as households, spouses, domestic partners, or minor children), we reserve the right
        to determine which accounts are considered related.
    • Action Required: You must proactively notify us to aggregate accounts, as we do not automatically
        combine all related accounts, and this may not be applied retroactively.
...

Item 7 - Types of Clients

                                                                                                 Form ADV Part 2A, Item 7

Arnold Weitz and Co. provides investment advisory and financial planning services including but not limited to
the following:

    •    Individuals
    •    Trusts
    •    Families
    •    Corporations or Partnerships
    •    Charitable Organizations
    •    Foundations
    •    401 (k)’s

Arnold Weitz and Co. will generally require an asset value of $50,000 in order to establish a new Investment
Advisory account.

Arnold Weitz & Co. does not require a minimum asset amount for financial planning or consulting services.

       Arnold Weitz & Company                                                              SEC File No.: 801- 801- 69800
       Form ADV Part 2A Brochure                                                                             March 2025