Advisor at Snake River Investment Counsel LLC
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Firm
Snake River Investment Counsel LLC
Location
Idaho Falls, ID 83401
Credentials
CFP®, Series 65
Industry experience
1 year
Aaron Freeman is a CFP® with one year of industry experience, currently serving at Snake River Investment Counsel LLC. He has held roles at several firms including KFG, LLC, Kahler Financial Group, Inc., and Perspective Wealth Partners. Outside of his advisory work, he is involved with Consumer Direct, an organization that supports older adults and individuals with disabilities to maintain independence in their homes and communities. Snake River Investment Counsel LLC provides investment advisory and financial planning services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $49 million for about 122 clients, employing an investment approach based on asset allocation and modern portfolio theory, and offers specialized fiduciary services for retirement plans.
Based on Snake River Investment Counsel LLC
Consulting services fees charged to professional service firms, typically up to $10,000 per quarter, payable quarterly in arrears.
$0 - $1,000,000: 1.00% annually $1,000,000+: 0.25% annually
Hourly rates for ongoing asset management and financial planning services range from $100 to $300 per hour depending on personnel: Associate Operations Specialist $100/hr, Operations Specialist $150/hr, Associate Advisor $200/hr, Advisor $300/hr.
Minimum fee: $625 per quarter minimum quarterly fee for Ongoing Asset Management & Financial Planning for non-retirement plan clients and retirement plan clients. Minimum quarterly fee subject to waiver at Adviser’s sole discretion. Fee-only: Standalone financial planning fees charged on a fixed-fee basis, quarterly in arrears, based on client complexity. Washington clients have tiered fixed fees: Basic $250/quarter, Intermediate $500/quarter, Advanced $1,250/quarter.
325 S Woodruff Ave, #200
Idaho Falls, ID 83401
Alaska · California · Colorado · Idaho · Utah · Washington
Snake River Investment Counsel LLC
2026 - Present (1 year)
KFG, LLC
2025 - 2026 (1 year)
Kahler Financial Group, Inc.
2024 - 2025 (1 year)
Perspective Wealth Partners
2023 - 2024 (1 year)
Brigham young University - Idaho
2021 - 2023 (2 years)
Craigland Properties
2021 - 2023 (2 years)
Income School
2021 - 2022 (1 year)
Consumer Direct
2019 - 2024 (5 years)
The Church of Jesus Christ of Latter-day Saints
2016 - 2018 (2 years)
Boise State University
2015 - 2020 (5 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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