Zachary Roberts is a registered investment advisor at Blue Heron Capital, based in Englewood, CO, with 4 years of industry experience. Zachary 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
Zachary is an agent selling life and health insurance through Advisors Excel since December 2020, also providing financial planning. This activity takes about a quarter of his time.
Employment History
Current Registrations
Blue Heron Capital
Previous Registrations
Brookstone Capital 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.