Charles Burdette is a registered investment advisor at Sonder Partners, based in Darien, CT, with 8 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $6.7M 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% |
Wealth management fees are negotiable and depend upon the size and composition of a client’s portfolio and the type of services rendered. This service is not offered to new clients.
Fee Estimator
Location
Darien, CT
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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
Charles is a Venture Partner at Nosara Capital and has carried interest in the funds. He spends minimal time on this investment-related activity.
Employment History
Current Registrations
Sonder Partners
Previous Registrations
Barclays Capital INC.Broker
Lehman Brothers INC.
Lehman Brothers INC.Broker
State Registrations1 state
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.