| 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 directionsAnthony is an Investment Advisory Board Member for Multnomah County and a Board Member for the CFA Society of Portland, spending minimal time on each. He also owns residential rental property, dedicating minimal time to collecting payments and property maintenance.