John Campbell
John Campbell is a registered investment advisor at Calamos Wealth Management LLC, based in Naperville, IL, with 30 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,308 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Rates shown are for the Wealth Advisory Program. The Calamos Managed Mutual Fund Program uses a separate lower schedule ranging from 0.20% to 0.50%. Fees are negotiable.
Fee Estimator
Location
2020 Calamos Court, Naperville, IL, 60563-2787
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Regulatory 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.
Learn about disclosures →Employment History
Current Registrations
Calamos Wealth Management LLC
Calamos Financial Services LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.Broker
Saybrus Equity Services, INCBroker
AXA Advisors, LLCBroker
AXA Advisors, LLC
AXA Distributors, LLCBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
The Leaders Group, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
AXA Distributors, LLCBroker
AXA Advisors, LLCBroker
MML Investors Services, INC.Broker
Cigna Securities, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Nml Equity Services, INC.Broker
First Investors CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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