Calamos Wealth Management offers discretionary wealth management, investment strategy execution, and general wealth consulting for individuals, families, and institutions. The firm provides two main individual programs: the Wealth Advisory Program, which builds diversified portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, and private investments; and the Calamos Managed Mutual Fund Program, which invests primarily in affiliated mutual funds. Calamos Wealth Management works closely with clients to create customized asset allocation strategies tailored to their financial goals, risk tolerance, and time horizons. The firm also coordinates closely with trust services, tax professionals, and other specialists to support complex wealth planning needs.
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.