TrueAdvisor
TrueAdvisor
HM
ChFC
HM
ChFC

Harsh Mehra

Commonwealth Financial Network
28 Years of Experience
Atlanta, GA
4 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Harsh Mehra is a ChFC-designated registered investment advisor at Commonwealth Financial Network, based in Atlanta, GA, with 28 years of industry experience. Harsh is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3630 Peachtree Rd NE, Unit 2302, Atlanta, GA, 30326

Get directions

History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2012
Denied
Customer Dispute
October 2010
Denied
Customer Dispute
October 2005
Denied
Customer Dispute
October 2005
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Harsh sells fixed insurance products and is a member of North Point Management, LLC, spending minimal time on each. He also owns Sahara Consulting, LLC, established to facilitate securities, advisory, and insurance business, taking about 80% of his time.

Employment History
Current Registrations
Commonwealth Financial Network
January 2009 - Present · 17 yrs 9 mos
Commonwealth Financial NetworkBroker
January 2009 - Present · 17 yrs 9 mos
Previous Registrations
Ameriprise Financial Services, INC.
February 2003 - January 2009 · 5 yrs 11 mos
Ameriprise Financial Services, INC.Broker
April 1998 - January 2009 · 10 yrs 9 mos
Ids Life Insurance CompanyBroker
April 1998 - July 2006 · 8 yrs 3 mos
State Registrations9 states
ALCAFLGAILINMOORTX
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.
More Advisors
More financial advisors in Atlanta, GA →All financial advisors in Georgia →