Evan Kanarek

Calamos Wealth Management LLC

16 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth

Calamos Wealth Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

36 advisors

Number of Clients

3,434 clients

Average Client Portfolio

$1.2M average

Assets Under Management

$4.1B

Fee Structure

Minimum Investment:$1M

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

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.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

2020 Calamos Court, Naperville, IL, 60563-2787

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

December 2016

Denied

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Calamos Financial Services LLCBroker

July 2023 - Present · 2 yrs 7 mos

Calamos Wealth Management LLC

June 2023 - Present · 2 yrs 8 mos

Previous Registrations

Connectus Wealth

November 2021 - June 2023 · 1 yr 7 mos

Quasar Distributors, LLCBroker

October 2019 - September 2021 · 1 yr 11 mos

Northcoast Asset Management LLC

August 2019 - November 2021 · 2 yrs 3 mos

M&t Securities, INC.Broker

July 2016 - August 2019 · 3 yrs 1 mo

J.P. Morgan Securities LLCBroker

June 2013 - May 2016 · 2 yrs 11 mos

Credit Suisse Securities (USA) LLC

September 2011 - May 2013 · 1 yr 8 mos

Credit Suisse Securities (USA) LLCBroker

August 2011 - May 2013 · 1 yr 9 mos

Morgan Stanley & CO., Incorporated

July 2007 - December 2007 · 5 mos

Morgan Stanley & CO., IncorporatedBroker

April 2007 - December 2007 · 8 mos

Morgan Stanley Dw INC.Broker

November 2005 - April 2007 · 1 yr 5 mos

State Registrations2 states

ILNY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.