Christopher Gruchacz
Christopher Gruchacz is a registered investment advisor at Calamos Wealth Management LLC, based in Coral Gables, FL, with 8 years of industry experience. Christopher 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 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
220 Alhambra Circle, Suite 700, Coral Gables, FL, 33134
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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 →Other Business Activities
Christopher volunteers as a Board of Trustee at Barry University since 2003 and is currently Chairman of the Universities Investment Committee. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Calamos Wealth Management LLC
Previous Registrations
Comerica Securities
State Registrations2 states
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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