Advisor at Blue Heron Capital
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Blue Heron Capital
Location
Englewood, CO 80112
Credentials
Series 65
Industry experience
15 years
Linda Gardner is a financial advisor at Blue Heron Capital with 15 years of industry experience. She holds a Series 65 designation and has worked at Blue Heron Capital since 2003, with a 13-year tenure at Brookstone Capital Management in between. Gardner is also a co-owner and insurance agent for life and health insurance through Blue Heron Capital's affiliated insurance agency. Blue Heron Capital, operating as BHC Wealth Management, is an SEC-registered investment manager serving individuals, families, high-net-worth clients, and trusts. The firm employs an active, asset-allocation focused approach that customizes portfolios using third-party tools and model managers, and it operates its own wrap fee program while offering financial planning and consulting services.
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
2013 - 2026 (13 years)
Blue Heron Capital, LLC
2003 - Present (23 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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