| 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.
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Learn about disclosures →Marc is a managing member of AIM Holdings, LLC since 2011 and Draco Capital Holdings, LLC since 2010. These activities are not investment-related and require minimal time.