Aaron Freeman
Aaron Freeman is a CFP-designated registered investment advisor at Snake River Investment Counsel LLC, based in Idaho Falls, ID, with 2 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 121 clients with $78M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.25% |
Fees are negotiable at the firm's discretion. Retirement plan 3(21) services are charged at a flat 0.25% on all assets. Private wealth and retirement plan accounts are subject to a minimum quarterly fee of $1,250, waived for Washington residents.
Fee Estimator
Location
325 S Woodruff Ave, #200, Idaho Falls, ID, 83401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Snake River Investment Counsel LLC
Previous Registrations
Kfg, LLC
Kahler Financial Group, INC.
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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