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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
January 01, 2003 at 02:00 AM
Linda Gadkowski
419 Huckins Neck Rd.
Centerville, Massachusetts 02632
508-221-1618
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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