Marc James Poulos

Calamos Wealth Management LLC

8 Years of Experience

1 Disclosure

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.

Employment Separation After Allegations

January 2022

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Calamos Wealth Management LLC

August 2024 - Present · 1 yr 6 mos

Previous Registrations

Great Valley Advisor Group, INC.

January 2023 - July 2024 · 1 yr 6 mos

Brookstone Capital Management LLC

May 2016 - February 2022 · 5 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.