Institutional Investment Advisors Corp fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Our rate for such services is $150 per hour and is negotiable depending on the scope and complexity of the plan, your financial situation, and your objectives.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Institutional Investment Advisors Corp bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The minimum fee is $250 with a range of $250 to $1,995 and is negotiable.”
• “The client must approve the change of scope in advance of the additional work being performed when a fee increase is necessary.”
• “Follow-on implementation work is billed separately at the rate of $150 per hour.”

How Institutional Investment Advisors Corp’s fees compare

• Its hourly rate of $150 is below the New York median of $300. 3% of the 301 other New York planners that publish an hourly rate charge less.
• None of the 69 other planners in New York that publish an hourly rate charge less.

About Institutional Investment Advisors Corp

• Firm size: 3 employees.
• Registered as an adviser: 2013 (13 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Minimum

$35,000 in assets (stated in brochure)

Clients

137

Employees

3

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$105,215,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

126055

Website

conservativeadvice.com (opens in new tab)

Phone

(212) 869-7266

Can advise clients in 4 states: California, Florida, New Jersey, New York

Other planners in New York that publish fees

• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• Allegory AdvisoryNew York$240/hr
• Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
• American Centurion Financial LLCNew York$475/hr
• American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
• Amvoy WealthNew York$1,000⁠-⁠$20,000

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