CB
CB

Christian Brobst

13 Years of Experience
Naperville, IL
Broker

Christian Brobst is a registered investment advisor at Calamos Advisors LLC, based in Naperville, IL, with 13 years of industry experience. Christian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,957 clients with $44B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
42 advisors
Number of Clients
1,957 clients
Average Client Portfolio
$22.4M average
Assets Under Management
$43.9B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M0.90%
$25.0M - $50.0M0.75%
$50.0M - $100.0M0.65%
$100M+0.60%

Standard fee schedule varies by strategy. The schedule shown reflects the Global Growth strategy. Other strategies have different fee schedules and minimum investment requirements ranging from $1,000,000 to $50,000,000. Fees are negotiable at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2020 Calamos Court, Naperville, IL, 60563-2787

Get directions

History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Calamos Advisors LLC
July 2017 - Present · 9 yrs 3 mos
Calamos Financial Services LLCBroker
July 2017 - Present · 9 yrs 3 mos
Previous Registrations
Calton & Associates, INC.Broker
March 2017 - June 2017 · 3 mos
Cu Capital Market Solutions, LLC
October 2016 - June 2017 · 8 mos
William Blair & Company L.L.C.Broker
October 2010 - March 2011 · 5 mos
Bnp Paribas Securities CORP.Broker
August 2007 - August 2010 · 3 yrs
State Registrations1 state
IL
AdvisorBrokerBoth

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
No exam information available for this advisor.
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