Jason Pinkham is a registered investment advisor at Sonder Partners, LLC, based in Kennebunkport, ME, with 7 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $4.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual flat fee not to exceed $16,000 per household. Fees are negotiable.
Fee Estimator
Location
Kennebunkport, ME
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jason is a strategic advisor and investor for And Simple ApS, a family office networking and consulting business, since August 2023. He dedicates a few hours per week to this role, with a small portion during trading hours.
Employment History
Current Registrations
Sonder Partners, LLC
Sonder Partners
Previous Registrations
Morgan Stanley
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.