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Sonder Partners

Updated today

Client assets under management

$6,718,000

Clients

5

80% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

3

Very Low

Average account size

$1,343,600

About

Sonder Partners serves individual and high‑net‑worth clients and also works with other registered investment advisers, but its primary business is referring clients to a small set of unaffiliated advisory firms for ongoing management. The firm continues to provide discretionary portfolio management only on a legacy basis to a limited number of existing clients and facilitates use of third‑party money managers.

The firm conducts suitability assessments and diligence on a fixed roster of third‑party managers and model portfolios to match clients with an external manager or program, and it may assume discretion to hire, terminate, or reallocate among those managers on clients’ behalf. In its own limited management, Sonder Partners combines quantitative and qualitative security analysis and relies heavily on third‑party models and manager research rather than operating a broad in‑house investment platform.

Distinctive aspects include a referral‑first business model that contemplates receiving compensation from the advisers to whom it refers clients and an intentional restriction of direct portfolio management to legacy relationships rather than new business. The firm also discloses ownership and advisory ties with outside financial platforms and a venture capital fund, and operates with a very small client base relative to the scope of its referral activities.

Client services

Portfolio management Selection of other advisers
We work with families to understand their needs and match them with other ria's.

Expertise

Wealth management Passive / index investing

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Fee options

Fixed

Flat fee for portfolio management services, negotiated and assessed quarterly in advance

Other

Minimum fee: Flat fee not to exceed 1.00% annually, negotiated based on portfolio size and services Fee-only: Flat fee for portfolio management services, negotiated and assessed quarterly in advance

Main office location

Sonder Partners

Kennebunkport ME, United States

Number of offices

1

Most active in

Connecticut · Maine

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Charles B

Series 63, Series 66

Darien, CT

Sonder Partners

Charles Burdette is a financial advisor at Sonder Partners with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Barclays Capital and Nosara Capital. He is also a venture partner at Nosara Capital. Sonder Partners primarily serves individual and high-net-worth clients by referring them to a select group of unaffiliated advisory firms for ongoing management, while maintaining discretionary portfolio management on a legacy basis for a limited number of clients. The firm emphasizes suitability assessments and manager research, relying largely on third-party models and managers rather than an internal investment platform.

Wealth management Passive / index investing
user avatar

Jason P

Series 65, Series 66

Kennebunkport, ME

Sonder Partners

Jason Pinkham is a financial advisor with Sonder Partners in Kennebunkport, ME, holding Series 65 and Series 66 licenses and seven years of industry experience. He previously worked at Dynasty Financial Partners for eleven years before joining Sonder Partners in 2021. Outside of his advisory role, Pinkham serves as a strategic advisor and investor for AndSimpleApS, a family office networking and consulting business. Sonder Partners primarily serves individual and high-net-worth clients by referring them to a select group of unaffiliated advisory firms for ongoing management. The firm maintains a referral-first model and provides discretionary portfolio management on a limited, legacy basis while conducting diligence to match clients with third-party managers.

Wealth management Passive / index investing
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