Sonder Partners, operating as Goose Rocks Wealth, primarily refers clients to other investment advisory firms for a fee. They consider factors like location, client needs, and specialization when making referrals. Sonder Partners also manages investment portfolios for a limited number of legacy clients, tailoring advice to their needs. This service is not offered to new clients.
Assets Under Management$4.1M
Clients3
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$4.1M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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