Institutional Investment Advisors Corp. provides financial planning and investment management services tailored to individual client needs. Financial planning covers various aspects of financial management, including net worth, cash flow, investments, tax planning, retirement, insurance, estate planning, and education funding. Investment management services are offered on both discretionary and non-discretionary bases, with strategies customized to client objectives and risk tolerance. The firm primarily advises on stocks, mutual funds, and exchange-traded funds.
Assets Under Management$110M
Clients143
Advisors1
Avg. per Client$740K
Avg. per Advisor$110M
www.conservativeadvice.com ·www.linkedin.com/in/retirementspecialistnyc ·www.facebook.com/conservativeadvice
Fee Structure
Minimum Investment:$35K
Investment management only (planning not offered)
Minimum Annual Fee:$525
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.25% |
Fees are negotiable for accounts over $1,000,000. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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