Paul Robertson
Paul Robertson is a registered investment advisor at Primerica Advisors, based in Lake Charles, LA, with 39 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.74% |
| $250K - $500K | 1.71% |
| $500K - $1.0M | 1.52% |
| $1.0M - $3.0M | 1.38% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.
Fee Estimator
Location
1333 Oak Park Blvd, Ste A, Lake Charles, LA, 70601
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2009Other Business Activities
Paul is an owner of Roberson Dennis and Associates LLC, a legal entity formed solely for Primerica business purposes, and spends full-time hours on it. He sells investment-related products and may receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.
PFS Investments INC.Broker
State Registrations10 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.
Exams
More Advisors
- Shayne Laughlin, ChFCState Farm Investment Management CORP.
- Richard Hinton, CFPAmeriprise Financial Services, LLC
- John Hixson, CFPFmp Wealth Advisers
- Douglas Burnette, CFPCollective Wealth Advisors LLC
- Lindsey Cutler, ChFCState Farm Investment Management CORP.
- Daniel Frick, CFA, CFPFmp Wealth Advisers