Christopher Sadkowski
Christopher Sadkowski is a CFP-designated registered investment advisor at Christopher Investment Advisors, based in Beverly, MA, with 18 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.30% |
Subject to a minimum annual fee of $1,000 ($250 quarterly) and a minimum of $50,000 in investment assets. Fees are subject to negotiation based on specific client circumstances. Flat retainer fees based on time and complexity are also available as an alternative.
Fee Estimator
Location
Beverly, MA
Get directionsHistory
Regulatory History (1)
Regulatory
November 2012Employment History
Current Registrations
Christopher Investment Advisors
Previous Registrations
Barker Financial Group, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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