Roger Groebli is a registered investment advisor at Reyl Overseas LTD., based in Zürich, with 3 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 172 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees range from 0.8% to 1.2%. There is a minimum annual fee of $10,000.
Fee Estimator
Location
65 Talstrasse, Zürich, 8001
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Reyl Overseas LTD.
State Registrations1 state
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