Keith Schnelle
Keith Schnelle is a CFP-designated registered investment advisor at Solutia Global, LLC, based in Austin, TX, with 36 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Cross-Border Planning, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
Solutia Global offers an annual agreement where consulting fees are based on total client assets under advisement, paid quarterly:
- $5 to $25 million: 0.200% annually (0.050% quarterly)
- $25 to $50 million: 0.160% annually (0.040% quarterly)
- Over $50 million: 0.128% annually (0.032% quarterly)
- Personal financial consulting (hourly) — $400/hour for financial planner advisory services; $85/hour for staff administrative services, billed in full hour increments.
- Comprehensive consulting / financial planning (semi-annual) — $350/hour for financial planner advisory services; $85/hour for staff administrative services, billed in 6-minute increments. Requires an initial retainer of $5,000.
Location
2802 Flintrock Trace, Suite 261, Austin, TX, 78738
Get directionsHistory
Regulatory History (1)
Judgment / Lien
April 2011Other Business ActivitiesSells Insurance
Keith holds the Certified Financial Planner (CFP) designation. He also sells and services life, health, and disability insurance through various independent insurance companies since 1980.
Employment History
Current Registrations
Solutia Global, LLC
Previous Registrations
Fsc Securities Corporation
Resource Consulting Group, INC.
Fsc Securities Corporation
State Registrations1 state
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.