Lyndon Davis
Lyndon Davis is a registered investment advisor at Lightsquare Wealth Management, LLC, based in Bingham Farms, MI, with 19 years of industry experience. Lyndon 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
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2019Other Business Activities
Lyndon writes books and other content related to finance and personal money management, dedicating a few hours per week. He also works as an agent and owner/proprietor for Progressive People's Investments, a rental real estate business, also dedicating a few hours per week.
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
State Registrations1 state
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.