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CFP
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CFP

Nicole Schmitt

Lightsquare Wealth Management, LLC
14 Years of Experience
Bingham Farms, MI
1 Disclosure
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Nicole Schmitt is a CFP-designated registered investment advisor at Lightsquare Wealth Management, LLC, based in Bingham Farms, MI, with 14 years of industry experience. Nicole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 172 clients with $200M in assets under management.

Lightsquare Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
172 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$203.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee is 2.25%. Fees are billed quarterly in advance and are negotiable.

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

Location

30150 Telegraph Road, Suite 170, Bingham Farms, MI, 48025

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History

Regulatory History (1)
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Criminal
January 2025
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Lightsquare Wealth Management, LLC
March 2026 - Present · 7 mos
Previous Registrations
J.P. Morgan Securities LLC
June 2024 - February 2026 · 1 yr 8 mos
J.P. Morgan Securities LLCBroker
June 2024 - February 2026 · 1 yr 8 mos
Morgan Stanley
April 2022 - June 2024 · 2 yrs 2 mos
Morgan StanleyBroker
April 2022 - June 2024 · 2 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2022 - March 2022 · 2 mos
Wells Fargo Advisors Financial Network, LLC
December 2021 - March 2022 · 3 mos
Concorde Investment Services, LLCBroker
October 2018 - May 2019 · 7 mos
Concorde Asset Management, LLC
September 2018 - May 2019 · 8 mos
Fifth Third Securities, INC.
October 2010 - October 2016 · 6 yrs
Fifth Third Securities, INC.Broker
August 2008 - October 2016 · 8 yrs 2 mos
Natcity Investments, INC.Broker
March 2007 - August 2008 · 1 yr 5 mos
State Registrations1 state
MI
Advisor

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.
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