Jacob Schultz is a CFA-designated registered investment advisor at Calamos Advisors LLC, based in Chicago, IL, with 7 years of industry experience. Jacob 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
215 N. Peoria St. #600, Chicago, IL, 60607
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 →Employment History
Current Registrations
Calamos Advisors LLC
Calamos Financial Services LLCBroker
Previous Registrations
Destra Capital Advisors LLC
Destra Capital Investments LLCBroker
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
More Advisors
- Jeffrey SheltonCalamos Advisors LLC
- Deshawn Peterson, CFPMidland Wealth Management
- Michelle Pecyna, CFPRockefeller Capital Management
- Ian Clark, CFPBrownson, Rehmus & Foxworth, INC.
- Frederick Paulman, CFPCuri Capital, LLC
- Matthew Lohr, CFP