Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Calamos Wealth Management offers two programs: Wealth Advisory and Calamos Managed Mutual Fund. The advisory fee is higher in the Wealth Advisory Program. CWM generally charges its advisory fee on all assets purchased in the Wealth Advisory Program, except that CWM provides a waiver on its advisory fee with respect to investments in the Calamos Funds. The advisory fee charged by CWM for the Calamos Managed Mutual Fund Program is lower than that charged for the Wealth Advisory Program. CWM provides a waiver of its advisory fee on any investment in the Calamos Funds held in an individual retirement account (“IRA”) or a portfolio that is subject to the Employee Retirement Income Security Act of 1974, as amended (“ERISA”). The firm's minimum relationship size is $1,000,000.
Areas of Practice
Advisor Information
Office location
2020 Calamos Court, Naperville, IL, 60563-2787
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Joseph is a trustee for the University of Dayton, focusing on the general strategic direction of the university, dedicating minimal time. He is also a board member for the Naperville Development Partnership, promoting business interests in Naperville, also dedicating minimal time.