What does it mean to be a SmartVestor Pro?

SmartVestor Pros are recommended by Dave Ramsey to help with your retirement planning, investing, and risk management.

Straightforward Pricing & Complete Transparency

$625 Minimal Quarterly Fee  |  1% on the first $500K  |  .25% on Assets Above $500K

Quarterly Performance Reported After All Fees Next to a Risk-Equivalent Benchmark
Annual breakdown of All Fees From All Sources
Preferred Custodian

Charles Schwab

Total Assets Under Management*

* Total client assets and brokerage accounts based on combined data for Schwab and TD Ameritrade as of September 30, 2023.

Preferred Fund Manager

Dimensional Fund Advisors

Total Assets Under Management*

* As of June 30, 2023

More About Us

Snake River Investment Counsel

Advised Clients
In Total Assets Under Management

*Numbers referenced for Clients and Managed Portfolio are as of 12/31/2022. Discretionary assets of $21,341,869.30 and non-discretionary assets of 1,747,482.11. See the firm’s ADV 2 complete details. 

"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

Assuming a 7% annual compound rate of return