Paul Earl is a registered investment advisor at P. G. Earl Investment Advisers, L.L.C., based in Atlanta, GA, with 22 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 80 clients with $800K in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
80 clients
Average Client Portfolio
$10K average
Assets Under Management
$800K

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.75%
$100K - $250K2.25%
$250K - $500K2.00%
$500K - $1.0M1.75%
$1M+1.25%

Fees are negotiable in some special circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3455 Peachtree Road, Ne, Fifth Floor, Atlanta, GA, 30326

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Paul is the treasurer of Earl Properties, Inc., a family real estate business, since 1992. He dedicates minimal time to this role.

Employment History
Current Registrations
P. G. Earl Investment Advisers, L.L.C.
May 2003 - Present · 23 yrs
State Registrations1 state
GA
Advisor

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
No exam information available for this advisor.
Paul Earl - Financial Advisor | TrueAdvisor