Snake River Investment Counsel LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$49,380,226
Total clients
122
18% 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
$404,756
About
Snake River Investment Counsel LLC provides investment advisory and financial planning services to individuals (including high-net-worth clients), trusts, estates, businesses, charitable organizations, and retirement plans. The firm operates with a small advisory team managing roughly $49 million for about 122 clients and also offers standalone financial planning and limited consulting engagements for other professional service firms (consulting is restricted to Idaho residents).
The firm’s investment work is grounded in asset allocation and modern portfolio theory and typically uses mutual funds and ETFs for implementation, supplemented by financial planning software (eMoney) to model client goals and cash flow. Adviser-led accounts are reviewed at least quarterly with an annual meeting expected, and Adviser will recommend or coordinate with third-party managers when specialized tax or concentration-management expertise is needed.
What distinguishes the firm from many peers is its combination of small-firm scale with ERISA fiduciary services for retirement plans, including both non-discretionary 3(21) advice and discretionary 3(38) management for cash balance plans. The brochure also notes less-common practices for a firm of this size: recommending and coordinating with third-party managers (e.g., Parametric’s Custom Core Equity for legacy low‑basis positions), permitting client-directed digital-asset holdings without managing them, and offering modern billing options (e.g., AdvicePay and Venmo) along with limited consulting to other professional firms.
Client services
Fee options
Consulting services fees for Professional Service Firms typically up to $10,000 per quarter, payable quarterly in arrears
$0 - $500,000: 1.00% annually (paid quarterly) $500,001+: 0.25% annually (paid quarterly)
Hourly rates for ongoing asset management & financial planning: Staff $100/hour, Associate Advisor $200/hour, Advisor $300/hour
Minimum fee: Minimum quarterly fee of $625 for ongoing asset management & financial planning for non-retirement and retirement plan clients Fee-only: Standalone financial planning fees charged on a fixed-fee basis, quarterly in arrears; WA clients have tiered fixed fees: Basic $250/quarter, Intermediate $500/quarter, Advanced $1,250/quarter
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.
Main office location
Snake River Investment Counsel LLC
325 S Woodruff Ave, #200
Idaho Falls ID 83401, United States
Number of offices
1
Forms ADV
Quick links
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