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 primarily acts as a referral firm, directing prospective clients to other registered investment advisers while also providing discretionary portfolio management to a limited number of legacy clients. The firm’s client base includes individual investors — both non-high-net-worth and high-net-worth households — as well as other registered advisers. The firm conducts initial suitability assessments and performs ongoing diligence on a fixed group of third‑party managers and advisory programs it recommends, monitoring performance and alignment with client objectives. When it provides direct management on a legacy basis, it relies on third‑party model portfolios and a mix of analytical approaches (including fundamental, technical, and modern portfolio theory) to set allocations across common security types. Distinctive features include a primary business model of selecting and referring other advisers and receiving compensation from those advisers rather than charging added advisory fees to clients, the use of flat fee billing arrangements, and the payment of non‑commission referral/promoter fees. Sonder Partners does not act as a private fund adviser, has ceased offering financial planning and consulting, and manages a very small number of accounts directly compared with typical peers.
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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