Linda Gardner is a registered investment advisor at Blue Heron Capital, based in Englewood, CO, with 15 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Blue Heron Capital manages investments through a wrap fee program, where all transaction fees are included in one overall fee. The annual fee will not exceed 1.75% of the value of your portfolio, billed monthly based on the average daily balance. The specific fee is identified in your agreement. Blue Heron may negotiate alternative fees on a client-by-client basis. The fee is deducted directly from your account by the platform provider.
Location
2 Inverness Drive E., Suite 106, Englewood, CO, 80112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Linda is a member/manager co-owner of Blue Heron Capital, LLC and also sells long-term insurance, life insurance, and annuities. She dedicates nearly full-time hours per month to these activities, with about 65 hours per month occurring during securities trading hours.
Employment History
Current Registrations
Blue Heron Capital
Previous Registrations
Brookstone Capital Management LLC
Horter Investment Management, LLC
State Registrations2 states
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.