Alexander Calamos is a registered investment advisor at Calamos Wealth Management LLC, based in New York, NY, with 5 years of industry experience. Alexander 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
50 Rockefeller Plaza, #1600, New York, NY, 10020
Get directionsHistory
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 →Other Business Activities
Alexander owns Leekamos LLC, a rental property, since March 2019, dedicating minimal time to maintenance and tenant screening. He is also the CEO of Typical Projects LLC, a real estate research company, since February 2020, spending minimal time on market research and property management planning.
Employment History
Current Registrations
Calamos Wealth Management 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
More Advisors
- Mark Rabinovich, CFPCalamos Wealth Management LLC
- Joshua Bronstein, CFANeuberger Berman Bd LLC
- Daniel Silver, CFACibc Private Wealth Advisors, INC.
- Peter May, CFPHfh Planning INC.
- Joshua Rubin, CFPNerdwallet Wealth Partners, LLC
- Karen Felmly, CFPMorgan Stanley