John Campbell is a registered investment advisor at Calamos Wealth Management LLC, based in Naperville, IL, with 29 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,434 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Calamos Wealth Management (CWM) offers two investment programs with different fee structures:
Wealth Advisory Program:
- Up to $2,000,000: 1.25% per year
- Next $3,000,000: 1.00% per year
- Next $5,000,000: 0.75% per year
- Over $10,000,000: 0.50% per year
CWM waives its advisory fee on any client assets invested in Calamos Funds within this program.
Calamos Managed Mutual Fund Program:
- Up to $2,000,000: 0.50% per year
- Next $3,000,000: 0.35% per year
- Next $5,000,000: 0.25% per year
- Over $10,000,000: 0.20% per year
CWM waives its advisory fee on any Calamos Funds held in an IRA or a portfolio subject to federal retirement plan rules (ERISA) within this program.
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, LLC
AXA Advisors, LLCBroker
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
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