Rakesh Mehta
Advisor at Mehta Money, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mehta Money, LLC
Location
South Bend, IN
Credentials
CFP®, Series 63, Series 65
Industry experience
22 years
About
Rakesh Mehta is the principal of Mehta Money, LLC, an independent advisory firm based in South Bend, Indiana. He holds the CFP® designation and has 22 years of industry experience. Prior to founding Mehta Money in 2018, he worked at First Heartland Consultants, Inc. and First Heartland Capital, Inc. Mehta also serves as president and insurance agent of Mehta Wealth Strategies, Inc., a related insurance and fixed annuities business. Mehta Money, LLC provides investment advisory services primarily to individual clients, as well as trusts, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and consulting services, and manages relationships with third-party managers using a tailored approach based on client goals and risk tolerance.
Client services
Based on Mehta Money, LLC
Portfolio management
Selection of other advisers
Educational seminars or workshops
Fee options
$0 - $249,999.99: 0.85% $250,000 - $499,999.99: 0.75% $500,000 - $999,999.99: 0.65% $1,000,000 - $1,999,999.99: 0.60% $2,000,000+: 0.50%
$250 per hour for financial planning and consulting services.
Location
South Bend, IN
Most active in
Rakesh M has reported serving >5 clients in these states in the last 12 months.
Indiana
Work history
Mehta Money, LLC
2018 - Present (8 years)
First Heartland Consultants, Inc.
2016 - 2017 (1 year)
First Heartland Capital, Inc.
2015 - 2017 (2 years)
Mehta Wealth Strategies, Inc.
2006 - Present (20 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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