John Calamos is a registered investment advisor at Calamos Wealth Management LLC, based in Naperville, IL, with 54 years of industry experience. John 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 3,434 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Calamos Wealth Management (CWM) offers two investment programs with different fee structures:
Wealth Advisory Program:
- Up to $2,000,000: 1.25% per year
- Next $3,000,000: 1.00% per year
- Next $5,000,000: 0.75% per year
- Over $10,000,000: 0.50% per year
CWM waives its advisory fee on any client assets invested in Calamos Funds within this program.
Calamos Managed Mutual Fund Program:
- Up to $2,000,000: 0.50% per year
- Next $3,000,000: 0.35% per year
- Next $5,000,000: 0.25% per year
- Over $10,000,000: 0.20% per year
CWM waives its advisory fee on any Calamos Funds held in an IRA or a portfolio subject to federal retirement plan rules (ERISA) within this program.
Location
2020 Calamos Court, Naperville, IL, 60563-2787
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2010Regulatory
October 1996Other Business Activities
John is a member of the Board of Trustees for the Illinois Institute of Technology since 2014, spending minimal time per month. He is also a member of the Investment Committee for The FAITH Endowment since 2013, dedicating minimal time per month to reviewing investment strategy and performance.
Employment History
Current Registrations
Calamos Wealth Management LLC
Calamos Advisors LLC
Calamos Financial Services LLCBroker
Previous Registrations
Calamos Advisors LLC
Noddings, Calamos and Associates, INC.Broker
Woolard & Company IncorporatedBroker
Hornblower & Weeks - Hemphill, Noyes IncorporatedBroker
Bache & CO IncorporatedBroker
Loeb Rhoades & COBroker
Dupont Walston, IncorporatedBroker
Dupont Glore Forgan IncorporatedBroker
State Registrations44 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.