INSTITUTIONAL INVESTMENT ADVISORS CORP
SEC Registered65 is a Lousy Age To Find Out You Chose The Wrong Retirement Advisor.
About the firm
Clifford Michaels, CFP®, offers wealth management services with 30 years of experience in financial management. For a select group of professionals, pre-retirees, and retirees, the firm provides a holistic approach to financial planning and wealth management to help people seeking to grow their money for a confident retirement. The firm is partnered with LPL Financial.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, retirement planning, insurance, comprehensive financial planning, income planning, tax planning, insurance and health care planning, legacy planning, managing personal finances, and customized 401(k) planning for business owners.
Who they serve
A select group of professionals, pre-retirees, retirees, and business owners.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 93 | $23M |
| High Net Worth Individuals | 44 | $70M |
| Charitable Organizations | 5 | $12M |
| State/Municipal Entities | 1 | — |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $499,999 | 1.50% |
| Next $500,000 ($500,000 to $999,999) | 1.25% |
| Over $1,000,000 | — |
Data as of February 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. INSTITUTIONAL INVESTMENT ADVISORS CORP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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