Anton Schirmang is a CFP-designated registered investment advisor at Calamos Wealth Management LLC, based in Chicago, IL, with 12 years of industry experience. Anton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,434 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Calamos Wealth Management (CWM) offers two investment programs with different fee structures:
Wealth Advisory Program:
- Up to $2,000,000: 1.25% per year
- Next $3,000,000: 1.00% per year
- Next $5,000,000: 0.75% per year
- Over $10,000,000: 0.50% per year
CWM waives its advisory fee on any client assets invested in Calamos Funds within this program.
Calamos Managed Mutual Fund Program:
- Up to $2,000,000: 0.50% per year
- Next $3,000,000: 0.35% per year
- Next $5,000,000: 0.25% per year
- Over $10,000,000: 0.20% per year
CWM waives its advisory fee on any Calamos Funds held in an IRA or a portfolio subject to federal retirement plan rules (ERISA) within this program.
Location
215 N. Peoria St., Suite 600, Chicago, IL, 60607
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Regulatory History
No 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 →Other Business Activities
Anton is an owner of Salt Fitness North Shore, a group fitness and barre business, since 2022. He oversees the financials, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Calamos Wealth Management LLC
Previous Registrations
Corient
Rwa Wealth Partners
Polaris Wealth Advisory Group
Polaris Greystone Financial Group, LLC
Nuveen Asset Management, LLC
Nuveen Securities, LLCBroker
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
Optionshouse, LLCBroker
National Securities CorporationBroker
State Registrations1 state
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