| 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 →Alexander owns Leekamos LLC, a rental property, since March 2019, dedicating minimal time to maintenance and tenant screening. He is also the CEO of Typical Projects LLC, a real estate research company, since February 2020, spending minimal time on market research and property management planning.