| 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
Get directionsNo 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 →Christopher volunteers as a Board of Trustee at Barry University since 2003 and is currently Chairman of the Universities Investment Committee. He dedicates minimal time to this investment-related activity.