Advisor at Blue Heron Capital
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Firm
Blue Heron Capital
Location
Englewood, CO 80112
Credentials
CFP®, Series 65
Industry experience
5 years
Joel Cavaliere is a CFP® with five years of industry experience, currently serving as an advisor at Blue Heron Capital. He previously worked at Brookstone Capital Management and has held various roles at Colorado State University and Jefferson County Public Schools. Outside of his advisory role, he is also an insurance agent for life and health products through Blue Heron Capital’s affiliated insurance agency. Blue Heron Capital, operating as BHC Wealth Management, provides discretionary investment management, financial planning, and consulting to individuals, families, high-net-worth clients, and trusts. The firm employs an active, asset-allocation focused process tailored to client objectives and risk profiles, utilizing model managers and third-party platforms, and operates its own wrap fee program.
Based on Blue Heron Capital
Fixed fees for standalone financial planning services starting at $2,500, may vary based on complexity
Up to 1.75% annually (negotiable on a client-by-client basis)
$350-$500 per hour for financial planning and consulting services
Account minimum: $250,000 (may be waived at Firm’s discretion)
2 Inverness Drive E., Suite 106
Englewood, CO 80112
Colorado · Texas
Blue Heron Capital, LLC
2026 - Present (1 year)
Brookstone Capital Management
2020 - 2026 (6 years)
Blue Heron Capital LLC - DBA Used for Brookstone Capital Mgmt
2020 - 2026 (6 years)
Colorado State University
2019 - 2020 (1 year)
Northwestern Mutual
2019 - 2019 (1 year)
Colorado State University
2018 - 2019 (1 year)
Big 5 Sporting Goods
2018 - 2018 (1 year)
Colorado State University
2017 - 2018 (1 year)
Big 5 Sporting Goods
2017 - 2017 (1 year)
Colorado State University
2016 - 2017 (1 year)
Jefferson County Public Schools
2010 - 2016 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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