John Edmonds
John Edmonds is a registered investment advisor at Lightsquare Wealth Management, LLC, based in Bingham Farms, MI, with 18 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 79 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LightSquare Wealth Management offers asset management services where they create and manage a portfolio for you. The maximum annual fee charged for managing your investments will not exceed 2.25%. The exact fee will be outlined in your advisory agreement. Fees are calculated based on the value of your account and billed quarterly in advance. Adjustments are made for large deposits or withdrawals during the quarter. LightSquare also uses third-party money managers, and the combined fee will not exceed 2.25%.
Location
30150 Telegraph Road, Suite 170, Bingham Farms, MI, 48025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John is the owner/proprietor of En Passant, LLC, an open LLC, since 2020. He dedicates minimal time to this business.
Employment History
Current Registrations
Lightsquare Wealth Management, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Edward Jones
Edward JonesBroker
State Registrations2 states
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.