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Credentials
Series 66
Experience Industry experience
20 years
Location
Remote
Reyl Overseas Ltd.
Supported
Total advisors
3Clients per advisor
59 HighAvg AUM per client
$2,223,509 Very HighHNW client ratio
15% LowElias Bachmann is a financial advisor at Reyl Overseas Ltd. with 20 years of industry experience. He holds the Series 66 designation and has been with BSW Wealth Partners since 2010. Reyl Overseas Ltd. offers investment advisory and wealth management services to individual clients, insurance companies, and pooled vehicles, including U.S. residents and taxpayers living abroad. The firm employs a top-down, model-portfolio approach that emphasizes international diversification and frequently uses hedging strategies, structured products, and derivatives.
Based on Reyl Overseas Ltd.
0.8% to 1.2% of assets under management or assets under advisement
Performance-based fees available for qualified clients with at least $1,100,000 AUM; calculated annually based on performance of preceding year
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $10,000
Texas
20 years of industry experience
BSW Wealth Partners
2010 - Present • 16 years
Boulder, CO
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Insurance agent
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Broker-dealer / trader
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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