Snake River Investment Counsel offers ongoing asset management and financial planning services. For clients whose assets they don't manage, they offer standalone financial planning. They use financial planning software to assess a client’s financial condition, cash flow, goals, and risk tolerance. They may recommend third-party advisors in some situations. They also offer consulting services to other professional service firms.
Assets Under Management$49M
Clients122
Advisors1
Avg. per Client$400K
Avg. per Advisor$49M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.25% |
Retirement plan accounts (3(21) services) are charged 0.25% on all assets. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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