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Solutia Global, LLC

Updated today

Client AUM

$0

Clients

3

Advisors

1

of 1 employees

About

Solutia Global, LLC is a registered investment adviser that provides comprehensive financial planning and consulting to accredited investors, high‑net‑worth individuals, charitable organizations, foundations, corporations, and closely held businesses, with a stated emphasis on U.S. citizens investing, living, or working abroad and foreign nationals subject to U.S. tax reporting. Services described in the brochure include international asset protection and privacy planning, estate and inheritance planning, assistance with compliant tax and reporting obligations, and introductions to institutional third‑party portfolio managers.

The firm does not provide direct portfolio management or maintain assets under management; instead it performs due diligence, monitoring, and referrals to third‑party, institutional‑quality investment managers and advisers who implement discretionary mandates. Solutia’s advisory engagements are structured as planning and consulting arrangements rather than percentage‑of‑AUM management agreements, and the firm supports implementation tasks such as establishing foreign banking relationships, private placement insurance/annuity arrangements, and coordinated work with legal and tax professionals.

Compared with many independent RIAs, Solutia’s practice is narrowly focused on accredited/qualified investors and cross‑border, privacy‑oriented solutions rather than broad retail individual account management. The brochure highlights the firm’s small, boutique scale and its established relationships with international insurers and underwriters (including access to specialty syndicates and travel/medical insurance platforms) as part of a networked approach to serving clients with complex international needs.

Client services

Financial planning Selection of other advisers Solicitor

Expertise

Cross-border / expatriate tax planning Business ownership considerations Wealth management Private / alternative investments

Occupation focus

Founder/Business Owner Financial Professional

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Fee options

Fixed

Annual/ongoing comprehensive financial planning and on-call consulting with flat fees based on assets under advisement; initial retainer fees (e.g., $5,000) for semi-annual consulting engagements

Percentage

$5,000,000 - $25,000,000: 0.200% annually (0.050% quarterly) $25,000,000 - $50,000,000: 0.160% annually (0.040% quarterly) $50,000,000+: 0.128% annually (0.032% quarterly)

Commissions

Insurance product sales commissions; referral/solicitor fees from third-party investment managers (0.2% - 0.5% of assets under management)

Project-based

Standard consulting at $400/hour for financial planner advisory services; $85/hour for staff administrative services

Other

Account minimum: $5,000,000 Minimum fee: Initial retainer pre-payment of $5,000 for semi-annual comprehensive consulting engagement Fee-only: Financial planning and consulting fees based on hourly rates ($400/hr for advisor, $85/hr for staff) or flat annual fees based on assets under advisement; no commissions on advisory fees

Main office

2802 Flintrock Trace, Suite 261

Austin TX 78738

Advisors at this office

1

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

View complete list of advisors at this firm
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