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Edward Turrisi

7 Years of Experience
South Portland, ME
1 DisclosureBroker

Edward Turrisi is a registered investment advisor at Key Investment Services LLC, based in South Portland, ME, with 7 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 ValueAnnual Fee
Up to $1.0M1.40%
$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

445 Gorham Road, South Portland, ME, 04106

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History

Regulatory History (1)
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Customer Dispute
October 2025
Pending
Other Business Activities

Edward works as a consultant for Maine Mall Eye Care, providing optometric and healthcare services. He also owns and manages Turrisi Farms LLC, a real estate investment and property management company, dedicating minimal time to each activity.

Employment History
Current Registrations
Key Investment Services LLC
November 2023 - Present · 2 yrs 8 mos
Key Investment Services LLCBroker
November 2023 - Present · 2 yrs 8 mos
Previous Registrations
First Citizens Investor Services, INC.Broker
September 2019 - November 2023 · 4 yrs 2 mos
First Citizens Investor Services, INC.
September 2019 - November 2023 · 4 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
December 2018 - September 2019 · 9 mos
Wells Fargo Clearing Services, LLC
December 2018 - September 2019 · 9 mos
Edward Jones
June 2018 - August 2018 · 2 mos
Edward JonesBroker
June 2018 - August 2018 · 2 mos
Wells Fargo Clearing Services, LLC
February 2018 - June 2018 · 4 mos
Wells Fargo Clearing Services, LLCBroker
February 2018 - June 2018 · 4 mos
State Registrations13 states
AZFLGAMAMEMINCNHNYRISCVAVT
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.
Edward Turrisi - Financial Advisor | TrueAdvisor