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John Edmonds

Lightsquare Wealth Management, LLC
19 Years of Experience
Bingham Farms, MI
View SEC Summary
View SEC Summary

John Edmonds is a registered investment advisor at Lightsquare Wealth Management, LLC, based in Bingham Farms, MI, with 19 years of industry experience. John 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
Clean regulatory record

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.

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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
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Raymond James & Associates, INC.
February 2018 - June 2023 · 5 yrs 4 mos
Raymond James & Associates, INC.Broker
February 2018 - June 2023 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2009 - February 2018 · 8 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2009 - February 2018 · 8 yrs 5 mos
Morgan Stanley Smith BarneyBroker
June 2009 - October 2009 · 4 mos
Citigroup Global Markets INC.Broker
June 2008 - June 2009 · 1 yr
Edward Jones
September 2007 - June 2008 · 9 mos
Edward JonesBroker
August 2007 - June 2008 · 10 mos
State Registrations2 states
MITX
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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