Calamos Wealth Management (CWM) offers wealth management services, including asset allocation planning, investment offerings, and wealth consulting, to high-net-worth individuals and organizations. CWM manages client investment assets through two programs: the Wealth Advisory Program and the Calamos Managed Mutual Fund Program. CWM also provides institutional advisory services to corporations, charitable organizations, family offices, endowments, and private foundations. CWM does not provide tax, accounting, regulatory or legal advice.
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.