Sonder Partners, operating as Goose Rocks Wealth, is a registered investment advisor that primarily refers clients to other investment advisory firms for a fee. For a limited number of legacy clients, Sonder Partners offers discretionary portfolio management services tailored to their individual needs and investment objectives. This portfolio management service is not offered to new clients.
Assets Under Management$6.7M
Clients5
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$3.4M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
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Estimated Annual Fee
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