Breanna Coffey is a CFP-designated registered investment advisor at Calamos Wealth Management LLC, based in Naperville, IL, with 7 years of industry experience. Breanna 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
2020 Calamos Court, Naperville, IL, 60563-2787
Get directionsHistory
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 →Employment History
Current Registrations
Calamos Wealth Management LLC
Previous Registrations
Corient
Balasa Dinverno Foltz LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.