Snake River Investment Counsel LLC

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Client assets under management

$76,832,294

Clients

121

17% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$634,978

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

Financial planning Portfolio management Pension consulting Selection of other advisers Consulting services

Expertise

Retirement income strategy

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Consulting services fees charged to professional service firms, typically up to $10,000 per quarter, payable quarterly in arrears.

Percentage

$0 - $1,000,000: 1.00% annually $1,000,000+: 0.25% annually

Project-based

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.

Other

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

Most active in

Alaska · California · Colorado · Idaho · Utah · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website (208) 994-6729

Advisors at this firm

Christian M

CFP®, CFA®, Series 63

Idaho Falls, ID

Snake River Investment Counsel LLC

Christian Moon is a CFP® and CFA® with 10 years of industry experience. He is currently an advisor at Snake River Investment Counsel LLC, where he has worked since 2017 through the firm’s prior iterations. His career includes roles at Onyx Financial Advisors, Sanctuary Wealth, Kalos Capital, and MRA Associates. Snake River Investment Counsel LLC provides investment advisory and financial planning services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm combines asset allocation and modern portfolio theory with a small-team approach, managing approximately $49 million for around 122 clients and offering specialized ERISA fiduciary services for retirement plans.

Retirement income strategy Founder/Business Owner Executive

Aaron F

CFP®, Series 65

Idaho Falls, ID

Snake River Investment Counsel LLC

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.

Retirement income strategy Founder/Business Owner Executive

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