Mark Fredback is a registered investment advisor at Pacific Value, LLC, based in Boise, ID, with 18 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 177 clients with $170M 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 $300K | 1.40% |
| $300K - $500K | 1.15% |
| $500K - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees on assets in excess of $2,000,001 are negotiable.
Fee Estimator
Location
101 South Capitol Blvd., Suite 502, Boise, ID, 83702
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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
Pacific Value, LLC
Previous Registrations
RBC Capital Markets Corporation
State Registrations2 states
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