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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 with Reyl Overseas Ltd. holding a Series 66 designation and 20 years of industry experience. He previously worked at BSW Wealth Partners for 15 years and Wells Fargo Clearing for 4 years. Reyl Overseas Ltd. provides wealth management and investment advisory services primarily to high-net-worth individuals and institutional clients, including insurance companies. The firm employs a top-down asset allocation approach with international diversification, managing both discretionary and non-discretionary portfolios that incorporate various asset classes and may use hedging strategies.
Based on Reyl Overseas Ltd.
0.8% to 1.2% of assets under management or assets under advisement
Performance-based fees for qualified clients with at least $1,000,000 AUM/AUA, subject to individualized agreements
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $10,000
Texas
20 years of industry experience
BSW Wealth Partners
2010 - 2025 • 15 years
Boulder, CO
Wells Fargo Clearing
2005 - 2009 • 4 years
Boulder, CO
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Is active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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