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Solutia Global, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
3
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
3
Very LowAverage account size
$0
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
Fee options
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
$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)
Insurance product sales commissions; referral/solicitor fees from third-party investment managers (0.2% - 0.5% of assets under management)
Standard consulting at $400/hour for financial planner advisory services; $85/hour for staff administrative services
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 location
Solutia Global, LLC
2802 Flintrock Trace, Suite 261
Austin TX 78738, United States
Number of offices
2
Most active in
Solutia Global, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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