From the January 2003 issue of Investment Advisor • Subscribe!

Linda Gadkowski, Inc.

Linda Gadkowski

419 Huckins Neck Rd.

Centerville, Massachusetts 02632


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

Reprints Discuss this story
We welcome your thoughts. Please allow time for your contribution to be approved and posted. Thank you.

Most Recent Videos

Video Library ››