Lightsquare Wealth Management, LLC

LightSquare Wealth Management LLC is a financial advisory firm based in Bingham Farms, MI, established in June 2023. The firm specializes in providing investment advisory services to individuals and various clients. As a fiduciary, LightSquare Wealth Management is committed to acting in the best interest of clients. The firm offers asset management services tailored to individual needs, including portfolio creation and monitoring. Additionally, they provide financial planning and consulting services covering various financial aspects. For retirement plan consulting, the firm assists employers in establishing and monitoring participant-directed retirement plans. Clients can invest in a wide array of securities, including stocks, bonds, ETFs, and mutual funds. The firm utilizes third-party investment advisors for portfolio implementation and conducts regular reviews of client accounts. LightSquare Wealth Management charges a maximum annual fee of 1.95% for asset management services, with fees billed quarterly in advance. The firm does not participate in performance-based fees or side-by-side management. Clients have the option to grant investment discretion to the firm, allowing them to execute transactions on their behalf. The firm does not accept proxy authority to vote client securities. LightSquare Wealth Management does not have financial disclosures to report. For more information, clients can contact John Edmonds, the Chief Compliance Officer, President, and Chief Investment Officer, at 248-641-3540 or [email protected].