George Taylor is a registered investment advisor at Calamos Advisors LLC, based in Naperville, IL, with 16 years of industry experience. George 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.90% |
| $25.0M - $50.0M | 0.75% |
| $50.0M - $100.0M | 0.65% |
| $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
Location
2020 Calamos Court, Naperville, IL, 60563
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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 →Employment History
Current Registrations
Calamos Financial Services LLCBroker
Calamos Advisors LLC
Previous Registrations
Northern Trust Securities, INC.Broker
Northern Trust Investments, Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Waddell & Reed
Waddell & ReedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Chase Investment Services CORP.Broker
State Registrations5 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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