Calvin Hays is a registered investment advisor at Great Lakes Advisors, LLC, based in Chicago, IL, with 32 years of industry experience. Calvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,731 clients with $16B 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.25% |
Fees and minimums are negotiable. Institutional and other program schedules vary by strategy type.
Fee Estimator
Location
231 S. Lasalle Street, 4th Floor, Chicago, IL, 60604
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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
Calvin is a limited partner at Commercial Property Advisors, a passive investment role requiring minimal time. He also works full-time as a Regional Director in Intermediary Sales at Great Lakes Advisors, an affiliated investment advisor.
Employment History
Current Registrations
Great Lakes Advisors, LLC
Previous Registrations
Great Lakes Advisors, LLC
Wintrust Investments LLCBroker
Wintrust Investments
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
Calamos Advisors LLC
Calamos Wealth Management LLC
Calamos Advisors LLC
Calamos Financial Services LLCBroker
Blackrock Investments, INC.Broker
Van Kampen American Capital Distributors, INC.Broker
Jmc Investment Services, INC.Broker
Edward D. Jones & CO., L.P.Broker
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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