John Sianis is a registered investment advisor at Calamos Advisors LLC, based in Naperville, IL, with 13 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,662 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Calamos Advisors manages separate accounts with fees based on a percentage of the assets managed. The minimum investment and fees vary depending on the investment strategy. Here are some examples:
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Dynamic Intermediate Tax-Efficient:
- First $10 million: 0.40%
- Next $15 million: 0.30%
- Next $25 million: 0.25%
- Next $50 million: 0.20%
- Next $150 million: 0.15%
- Balance: 0.10%
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Small Cap Growth:
- First $25 million: 0.90%
- $25-$50 million: 0.85%
- $50-$100 million: 0.75%
- Above $100 million: 0.65%
Fees are calculated and invoiced at the end of each calendar quarter and are normally payable quarterly in advance, but may also be payable in arrears. Calamos may negotiate or waive fees on a client-by-client basis.
Location
2020 Calamos Court, Naperville, IL, 60563-2787
Get directionsHistory
Regulatory History (1)
Judgment / Lien
February 2013Employment History
Current Registrations
Calamos Advisors LLC
Calamos Wealth Management LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.