Christian Moon
Christian Moon is a CFA, CFP-designated registered investment advisor at Snake River Investment Counsel LLC, based in Idaho Falls, ID, with 10 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 122 clients with $49M 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 $500K | 1.00% |
| $500K+ | 0.25% |
Retirement plan accounts (3(21) services) are charged 0.25% on all assets. Fees are negotiable.
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
Onyx Financial Advisors, LLC
Wealth Elevated, LLC
Sanctuary Wealth Management, LLC
Kalos Capital, INC.Broker
Mra Associates
Vanguard Marketing CorporationBroker
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.