We Help Clients
What Makes Us Different
What We Do
Investment Management
Retirement Planning
Minimize Taxes
Straightforward Pricing & Complete Transparency
1% on the first $500K | .25% on Assets Above $500K
$625 Minimum Quarterly Fee*
Quarterly Performance Reported After All Fees Next to a Risk-Equivalent Benchmark
Annual breakdown of All Fees From All Sources
*Clients with total assets under management less than $250k are subject to the $625 minimum quarterly fee.
Preferred Custodian
Charles Schwab & Co., Inc.
9.57
Trillion
Total Client Assets*
* Total client assets, brokerage accounts and daily average trades as of July 31, 2024. All other numbers reflect Schwab data as of June 30, 2024.
* Snake River Investment Counsel has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts
*These materials have been independently produced by Snake River Investment Counsel. Snake River Investment Counsel is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Snake River Investment Counsel provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
Preferred Fund Manager
Dimensional Fund Advisors
677
Billion
Total Assets Under Management*
*As of 12/31/2023
More About Us
Snake River Investment Counsel
104
Advised Clients
34
Million
In Total Assets Under Management
*Numbers referenced for Clients and Managed Portfolio are as of 12/31/2023. Discretionary assets of $31,344,241 and non-discretionary assets of 2,661,382. See the firm’s ADV 2 complete details.
*Advised Client defined as a married couple, individual, or business that had an existing engagement with Snake River Investment Counsel for Investment Management, Financial Planning, or both on 12/31/2023.
"Most investors, both institutional and individual, will find that the best way to own common stocks is through an index fund that charges minimal fees. Those following this path are sure to beat the net results (after fees and expenses) delivered by the great majority of investment professionals"
Warren Buffett
Chairman of Berkshire Hathaway
“The number of managers that can successfully pick stocks are fewer than you’d expect by chance. So, why even play that game? You don’t need to.”
David Booth
Founder & Chairman of Dimensional Fund Advisors
"Time is your friend; impulse is your enemy."
John Bogle
Founder of the Vanguard Group & Widely Regarded as the Father of Passive Index Investing