Jax Wardwell is a registered investment advisor at Calamos Advisors LLC, based in Chicago, IL. Jax operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,662 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Calamos Advisors manages separate accounts with fees based on a percentage of the assets managed. The minimum investment and fees vary depending on the investment strategy. Here are some examples:
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Dynamic Intermediate Tax-Efficient:
- First $10 million: 0.40%
- Next $15 million: 0.30%
- Next $25 million: 0.25%
- Next $50 million: 0.20%
- Next $150 million: 0.15%
- Balance: 0.10%
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Small Cap Growth:
- First $25 million: 0.90%
- $25-$50 million: 0.85%
- $50-$100 million: 0.75%
- Above $100 million: 0.65%
Fees are calculated and invoiced at the end of each calendar quarter and are normally payable quarterly in advance, but may also be payable in arrears. Calamos may negotiate or waive fees on a client-by-client basis.
Location
215 N. Peoria St., #600, Chicago, IL, 60607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Calamos Financial Services LLCBroker
Calamos Advisors LLC
State Registrations53 states
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