SF
CFA
SF
CFA
Scott Ferguson is a CFA-designated registered investment advisor at Pacific Value, LLC, based in Boise, ID, with 23 years of industry experience. Scott 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
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
177 clients
Average Client Portfolio
$972K average
Assets Under Management
$172.0M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
101 South Capitol Blvd., Suite 502, Boise, ID, 83702
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2008Settled
Employment History
Current Registrations
Pacific Value, LLC
June 2008 - Present · 17 yrs 11 mos
Previous Registrations
D.A. Davidson & CO.
May 2002 - June 2008 · 6 yrs 1 mo
State Registrations3 states
IDTXWA
Advisor
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.
Exams
No exam information available for this advisor.