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CFP

Timothy Meek

Calamos Advisors LLC
27 Years of Experience
Indianapolis, IN
Broker
View SEC Summary
View SEC Summary

Timothy Meek is a CFP-designated registered investment advisor at Calamos Advisors LLC, based in Indianapolis, IN, with 27 years of industry experience. Timothy 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.

Calamos Advisors LLC
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

Indianapolis, IN

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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
December 2012 - Present · 13 yrs 10 mos
Calamos Financial Services LLC
June 2004 - Present · 22 yrs 4 mos
Calamos Financial Services LLCBroker
June 2004 - Present · 22 yrs 4 mos
Previous Registrations
Calamos Wealth Management LLC
April 2009 - December 2012 · 3 yrs 8 mos
Deutsche Investment Management Americas INC.
March 2003 - May 2004 · 1 yr 2 mos
Scudder Distributors, INC.Broker
December 1998 - May 2004 · 5 yrs 5 mos
State Registrations4 states
ILINMIOH
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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