LightSquare Wealth Management is a registered investment advisor based in Bingham Farms, Michigan, founded in 2023 and wholly owned by John Edmonds. LightSquare Wealth Management helps individuals, high-net-worth families, trusts, and business owners achieve their financial goals through personalized investment portfolios and financial planning. For portfolio management, LightSquare Wealth Management designs investment strategies using stocks, bonds, exchange-traded funds, options, and mutual funds, and may utilize third-party money managers to help implement portfolios while providing ongoing oversight. In addition to investment management, LightSquare Wealth Management offers standalone financial planning covering retirement, estate planning, charitable giving, education funding, tax strategies, real estate analysis, and debt evaluation. The firm also provides ongoing retirement plan consulting services to employer plan sponsors. LightSquare Wealth Management operates as a fiduciary, meaning the firm is legally required to act in your best interest at all times.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee is 2.25%. Fees are billed quarterly in advance and are negotiable.