Assets Under Management
$4.1B
Number of Clients
3,434
Number of Advisors
36
Average Client AUM
$1.2M
AUM per Advisor
$113.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Calamos Wealth Management provides discretionary wealth management services, including asset allocation planning, proprietary investment offerings, external manager selection, and general wealth consulting to high-net-worth individuals and organizations. They manage client investment assets through two programs: Wealth Advisory Program and Calamos Managed Mutual Fund Program.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
CWM will waive its advisory fee with respect to any client assets invested in Calamos Funds.
2020 Calamos Court, Naperville, IL, 60563-2787