LightSquare Wealth Management offers investment advisory services, including asset management and financial planning, to individuals and other client types. For asset management, portfolios are tailored to client needs and may include stocks, bonds, ETFs, and other securities. Financial planning covers investment, retirement, estate, tax, education, and business planning. LightSquare also offers retirement plan consulting to employer plan sponsors.
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%.