Advisor at Sonder Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sonder Partners
Location
Darien, CT
Credentials
Series 63, Series 66
Industry experience
8 years
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.
Based on Sonder Partners
Flat fee for portfolio management services, negotiated and assessed quarterly in advance
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
Darien, CT
Connecticut
Sonder Partners
2024 - Present (2 years)
Nosara Capital
2023 - Present (3 years)
Nosara Capital
2019 - 2023 (4 years)
Barclays Capital
2013 - 2019 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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