A complete list of active advisors currently associated with Sonder Partners, LLC
Warmer can help you find a great advisor at Sonder Partners, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Sonder Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Sonder Partners, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Darien, CT
| 8
| |
Kennebunkport, ME
| 7
|
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