Pacific Value, LLC

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Client assets under management

$156,000,000

Clients

162

32% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$962,963

About

Pacific Value, LLC provides discretionary asset management and investment advice to individuals, families, retirement plans, trusts, and small corporations, tailoring services to each client's stated investment objectives and risk profile. As of March 15, 2025 the firm reported approximately $189 million in discretionary assets under management and generally maintains a $1,000,000 account minimum that may be waived at its discretion.

The firm follows a value-oriented, fundamental analysis approach that can result in concentrated positions in industries or sectors it views as undervalued and employs long-term, short-term, and occasional trading strategies; it also notes a willingness to hold cash and Treasury securities when overall valuations appear elevated. Pacific Value typically manages client accounts on a discretionary basis, with authority over security selection, timing, size, and broker choice consistent with client guidelines.

Noteworthy distinctions include the firm’s use of derivatives in separately managed accounts, an uncommon practice among similar supported advisers, and formal controls around personal trading such as trade reviews and block trading allocations. The firm also emphasizes operational and cybersecurity controls—maintaining a documented incident response program that requires 72-hour service provider breach notification and 30-day client email notification—and uses institutional brokerage and custody services (Trade‑PMR/First Clearing) that provide block trading, institutional access, and related execution and reporting capabilities.

Client services

Portfolio management

Expertise

Active portfolio management

Fee options

Fixed

Flat fee schedule as tiered rates defined above

Percentage

$0 - $299,000: 1.40% $300,000 - $499,000: 1.15% $500,000 - $2,000,000: 1.00% $2,000,001+: Negotiable

Other

Account minimum: $1,000,000

Main office location

Pacific Value, LLC

101 South Capitol Blvd., Suite 502

Boise ID 83702, United States

Number of offices

Most active in

Idaho · Texas · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 208-331-2315

Advisors at this firm

Mark F

Series 63, Series 66

Boise, ID

Pacific Value, LLC

Mark Fredback is a financial advisor at Pacific Value, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Pacific Value and RBC Capital Markets Corporation since 2008. Pacific Value, LLC provides discretionary asset management and investment advice to individuals, families, retirement plans, trusts, and small corporations. The firm employs a value-oriented, fundamental analysis approach and manages approximately $189 million in discretionary assets as of March 2025.

Active portfolio management

Eric F

Series 65

Boise, ID

Pacific Value, LLC

Eric Fredback is a Series 65-credentialed financial advisor at Pacific Value, LLC with nine years of industry experience. He has been with Pacific Value since 2015. Pacific Value, LLC provides discretionary asset management and investment advice to individuals, families, retirement plans, trusts, and small corporations, tailoring services to client investment objectives and risk profiles. The firm follows a value-oriented, fundamental analysis approach and employs a range of trading strategies, including the use of derivatives and formal controls around personal trading, while emphasizing operational and cybersecurity controls.

Active portfolio management

Scott F

CFA®, Series 63, Series 65

Boise, ID

Pacific Value, LLC

Scott Ferguson is a financial advisor with Pacific Value, LLC in Boise, ID, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience, including tenures at Pacific Value since 2008 and D.A. Davidson & Co. since 1998. Pacific Value, LLC provides discretionary asset management and investment advice to individuals, families, retirement plans, trusts, and small corporations, using a value-oriented, fundamental analysis approach. The firm employs a range of trading strategies, including the use of derivatives in separately managed accounts, and maintains formal controls around personal trading and cybersecurity.

Active portfolio management

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