CS
CFP
CS
CFP
Christopher Sadkowski
17 Years of Experience
Beverly, MA
1 Disclosure
Christopher Sadkowski is a CFP-designated registered investment advisor at Christopher Investment Advisors, based in Beverly, MA, with 17 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, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$2.0M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.30% |
Fee schedule is subject to negotiation. There is a minimum annual fee of $1,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Beverly, MA
Get directionsHistory
Regulatory History (1)
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Regulatory
November 2012Final
Employment History
Current Registrations
Christopher Investment Advisors
November 2012 - Present · 13 yrs 5 mos
Previous Registrations
Barker Financial Group, INC.
December 2006 - June 2011 · 4 yrs 6 mos
State Registrations1 state
MA
Advisor
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
No exam information available for this advisor.