Sonder Partners, LLC
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About
Sonder Partners provides advisory services to individual and high‑net‑worth clients and also works with other registered investment advisers, with its primary activity being the referral of prospective clients to a curated set of third‑party money managers. The firm additionally maintains discretionary portfolio management for a limited number of legacy clients, though that service is not offered to new clients.
The firm bases recommendations on a suitability assessment of each client's financial situation, objectives and risk tolerance, and it monitors a fixed number of third‑party managers and their model portfolios to ensure ongoing alignment with client goals. Investment analysis draws on a mix of approaches — including fundamental and technical analysis and modern portfolio theory — while relying chiefly on the strategies and models provided by recommended managers.
Distinctive for its peer group, Sonder Partners does not charge traditional percentage‑of‑assets fees; instead it operates using flat‑dollar management arrangements and receives fee‑sharing when referring clients to other advisers. The firm routinely directs custody and execution through a single institutional custodian and its principals have separate industry affiliations, including an equity interest in a wealth‑platform firm and a role with a venture capital fund.
Client services
Expertise
Fee options
Minimum fee: Flat annual fee not to exceed $16,000 per household, assessed quarterly in advance (e.g., $4,000 per quarter). Fees are negotiable and depend on portfolio size and services; portfolio management services not offered to new clients. Fee-only: Flat annual management fee up to $16,000 per household, assessed quarterly. Fees are negotiable.
Main office
See officeKennebunkport ME
Advisors at this office
1
Most active in
Connecticut · Maine
Also doing business as
Goose Rocks Wealth · Sonder Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Charles B
Series 63, Series 66
Darien, CT
Sonder Partners, LLC
Charles Burdette is a financial advisor at Sonder Partners, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Barclays Capital and Lehman Brothers Inc. Burdette is also a venture partner at Nosara Capital, where he has a carried interest in the funds. Sonder Partners provides advisory services primarily by referring clients to a select group of third-party money managers, serving individual and high-net-worth clients as well as other registered investment advisers. The firm bases its recommendations on client suitability assessments and employs a mix of fundamental and technical analysis alongside modern portfolio theory.
Jason P
Series 65, Series 66
Kennebunkport, ME
Sonder Partners, LLC
Jason Pinkham is a financial advisor at Sonder Partners, LLC with seven years of industry experience. He holds Series 65 and Series 66 registrations and previously worked at Dynasty Financial Partners and Morgan Stanley DW Inc. Outside of his advisory role, Pinkham serves as a strategic advisor and investor for AndSimpleApS, a family office networking and consulting business. Sonder Partners provides advisory services to individual and high-net-worth clients, as well as other registered investment advisers, primarily through referrals to selected third-party money managers. The firm emphasizes suitability assessments and monitors a focused group of managers, utilizing a variety of investment analysis methods while operating on a flat-dollar fee structure.
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