Snake River Investment Counsel LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$77,828,704
Total clients
121
17% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
61
Average account size
$643,212
About
Snake River Investment Counsel provides ongoing discretionary asset management and standalone financial planning to individuals, high-net-worth clients, trusts, estates, business entities, charitable organizations, and employer-sponsored retirement plans. The firm also offers consulting services to other professional service firms on launching advisory offerings and related operations, with that consulting limited to Idaho residents.
The firm’s investment process is grounded in modern portfolio theory and typically implements portfolios using mutual funds and exchange-traded funds while delivering financial planning analyses via eMoney. Adviser exercises discretionary trading authority for managed accounts, provides quarterly performance reporting and annual portfolio reviews, and will recommend third-party managers (such as Parametric’s Custom Core equity offering) when client situations—like legacy low-tax-basis holdings—warrant specialized handling.
Compared with many similarly sized advisers, Snake River is notable for offering both non-discretionary 3(21) and discretionary 3(38) fiduciary services for retirement plans (including cash balance plans) and for its willingness to include client-directed digital asset holdings in account valuations while not actively managing those assets. The firm’s routine use of third-party separate accounts for concentration or tax-complex positions and its restricted-area consulting line for professional firms are additional distinguishing features.
Client services
Expertise
Occupation focus
Fee options
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.
Main office location
Snake River Investment Counsel LLC
325 S Woodruff Ave, #200
Idaho Falls ID 83401, United States
Number of offices
1
Most active in
Alaska · California · Colorado · Idaho · Utah · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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