From the January 2003 issue of Investment Advisor • Subscribe!

January 1, 2003

Linda Gadkowski, Inc.

Linda Gadkowski

419 Huckins Neck Rd.

Centerville, Massachusetts 02632

508-221-1618

lgadkows@capecod.net

www.bhfe.com

Year firm began: 1990

Number of advisors in the firm: Two advisors, one part-time assistant

Number of clients: Twenty clients for whom she manages assets. All other clients are seen on an hourly basis.

Compensation method(s): Primarily hourly fees, some asset management fees

Average fee for a comprehensive financial plan: $1,000

Fees for managing assets: 0.5% of assets

Hourly Rate: $140 per hour

Client demographics: Massachusetts residents, primarily dual-income couples employed in high-tech industries and divorced or widowed women

Previous incarnations: Owner/administrator of a Sylvan Learning Center, elementary school special education teacher, junior and senior high school history teacher

Professional designation: CFP

Outside interests: Playing tennis, sewing, braiding rugs, golfing, skiing, swimming

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