Anthony Tursich
Anthony Tursich is a CFA-designated registered investment advisor at Calamos Wealth Management LLC, based in Portland, OR, with 7 years of industry experience. Anthony 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
111 SW 5th Ave, Floor 31, Suite 3153, Portland, OR, 97204
Get directionsHistory
Regulatory History (1)
Civil Bond
October 1995Other Business Activities
Anthony is an Investment Advisory Board Member for Multnomah County and a Board Member for the CFA Society of Portland, spending minimal time on each. He also owns residential rental property, dedicating minimal time to collecting payments and property maintenance.
Employment History
Current Registrations
Calamos Wealth Management LLC
Calamos Advisors LLC
Previous Registrations
Pearl Impact Capital, LLC
Pearl Wealth LLC
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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