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Paul Llewellyn Robertson

Edge Capital Group, LLC

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About Paul Llewellyn Robertson

Paul Llewellyn Robertson is a registered investment advisor representative with Edge Capital Group, LLC. Robertson holds a Series 65 license, which allows him to advise individuals and institutions on investment strategies. Robertson has been in the industry for more than a decade and is experienced in advising clients on a variety of financial matters. Robertson specializes in portfolio management, financial planning, and insurance solutions. Robertson has a strong track record of success in helping clients achieve their financial goals. Robertson works in Atlanta, GA.

Firm Information

Paul Robertson is currently registered with Edge Capital Group, LLC. Edge Capital Group, LLC is an investment advisor located in Atlanta, GA. The firm manages approximately $1 billion to $10 billion in assets and provides financial planning, pension consulting, portfolio management, and other advisory services to high-net-worth individuals, corporations, investment companies, pooled investment vehicles, and charitable organizations.
Edge Capital Group, LLC

3333 RIVERWOOD PARKWAY

ATLANTA, GA 30339

$6.39B

Assets Under Management

3

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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consulting services, family office services, insurance solutions

Consulting services, family office services, insurance solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Paul Robertson’s Registration & Firm History

GA

08/17/2018 - Present

Edge Capital Group, LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 05/16/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Llewellyn Robertson.
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