Marc Poulos
Marc Poulos is a registered investment advisor at Calamos Wealth Management LLC, based in Naperville, IL, with 9 years of industry experience. Marc 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
2020 Calamos Court, Naperville, IL, 60563-2787
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2022Employment History
Current Registrations
Calamos Wealth Management LLC
Previous Registrations
Great Valley Advisor Group, INC.
Brookstone Capital Management LLC
State Registrations1 state
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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