Calamos Wealth Management LLC
Assets Under Management
$4.1B
Number of Clients
3,434
Number of Advisors
36
Average Client AUM
$1.2M
AUM per Advisor
$113.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Calamos Wealth Management provides discretionary wealth management services, including asset allocation planning, proprietary investment offerings, external manager selection, and general wealth consulting to high-net-worth individuals and organizations. They offer customized asset allocation advice and individualized services, managing assets through Wealth Advisory and Calamos Managed Mutual Fund programs.
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
Location
2020 Calamos Court, Naperville, IL, 60563-2787