Matthew Eastman is a registered investment advisor at Calamos Advisors LLC, based in Chicago, IL, with 10 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,662 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Calamos Advisors manages separate accounts with fees based on a percentage of the assets managed. The minimum investment and fees vary depending on the investment strategy. Here are some examples:
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Dynamic Intermediate Tax-Efficient:
- First $10 million: 0.40%
- Next $15 million: 0.30%
- Next $25 million: 0.25%
- Next $50 million: 0.20%
- Next $150 million: 0.15%
- Balance: 0.10%
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Small Cap Growth:
- First $25 million: 0.90%
- $25-$50 million: 0.85%
- $50-$100 million: 0.75%
- Above $100 million: 0.65%
Fees are calculated and invoiced at the end of each calendar quarter and are normally payable quarterly in advance, but may also be payable in arrears. Calamos may negotiate or waive fees on a client-by-client basis.
Location
215 North Peoria Street # 600, Chicago, IL, 60607
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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 Advisors LLC
Calamos Financial Services LLCBroker
Previous Registrations
Invesco Distributors, INC.Broker
Invesco Advisers, INC.
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations15 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.