EH
EH
Edward Hassan
15 Years of Experience
Hillsboro, OR
1 DisclosureBroker
Edward Hassan is a registered investment advisor at Key Investment Services LLC, based in Hillsboro, OR, with 15 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27,533 clients with $6.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
629 advisors
Number of Clients
27,533 clients
Average Client Portfolio
$222K average
Assets Under Management
$6.1B
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$130
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1M+ | 1.00% |
KIS's program fees are negotiable, but will never exceed the Program Fee schedule. This does not include the Investment Manager or Model Strategist fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Hillsboro, OR
Get directionsHistory
Regulatory History (1)
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Financial
April 2021Final
Employment History
Current Registrations
Key Investment Services LLC
November 2023 - Present · 2 yrs 6 mos
Key Investment Services LLCBroker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
December 2017 - October 2023 · 5 yrs 10 mos
Wells Fargo Clearing Services, LLC
December 2017 - October 2023 · 5 yrs 10 mos
J.P. Morgan Securities LLCBroker
May 2013 - December 2017 · 4 yrs 7 mos
J.P. Morgan Securities LLC
May 2013 - December 2017 · 4 yrs 7 mos
Morgan Stanley
December 2012 - June 2013 · 6 mos
Morgan StanleyBroker
December 2012 - June 2013 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2011 - December 2012 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2011 - December 2012 · 1 yr 6 mos
Chase Investment Services CORP.Broker
February 2010 - May 2011 · 1 yr 3 mos
State Registrations1 state
OR
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.