BC
CFP
BC
CFP

Breanna Coffey

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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 ManagementAnnual Fee
Up to $2.0M1.25%
$2.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$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
Loading...

Location

2020 Calamos Court, Naperville, IL, 60563-2787

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Calamos Wealth Management LLC
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Corient
December 2022 - July 2024 · 1 yr 7 mos
Balasa Dinverno Foltz LLC
October 2018 - March 2023 · 4 yrs 5 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Breanna Coffey - Financial Advisor | TrueAdvisor