Institutional Investment Advisors Corp
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$92,884,000
Clients
137
Advisors
1
of 3 employees
About
Institutional Investment Advisors Corp provides personalized financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages roughly $105 million in client assets and offers both discretionary and non‑discretionary portfolio management alongside single‑subject and comprehensive financial planning.
The firm's investment approach uses a strategic asset allocation with a core‑and‑satellite framework, employing passively managed index mutual funds and ETFs as the core and actively managed, high‑dividend equities as satellite positions, with global diversification and ongoing portfolio monitoring. It primarily advises on equities, mutual funds, and ETFs, conducts weekly account reviews, and delivers written financial plans supported by financial planning software with limited follow‑up consultations.
Noteworthy features disclosed in the brochure include that the advisers are registered representatives of LPL Financial LLC and are also licensed insurance agents, and therefore may receive commission‑based compensation for securities and insurance sales in addition to asset‑based advisory fees. The firm also routinely recommends Charles Schwab for custody and receives related support services from Schwab, does not vote client proxies, and recently updated disclosures to reflect the acquisition of Cadaret Grant by LPL.
Client services
Expertise
Fee options
$0 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000+: Negotiable
Commission-based compensation earned by persons providing investment advice as registered representatives of LPL Financial LLC and as licensed insurance agents, separate and in addition to advisory fees.
$150 per hour for single subject financial consulting services, negotiable depending on complexity.
Account minimum: $35,000 Minimum fee: $525 minimum annual fee Fee-only: Financial planning fees ranging from $250 to $1,995 (negotiable). Hourly consulting at $150/hour (negotiable). Minimum financial plan fee $250.
Main office
49 West 37th Street, 7th Floor
New York NY 10018
Advisors at this office
1
Most active in
California · Florida · New Jersey · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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