Green Pastures Wealth Management provides investment management services, focusing on managing investment portfolios for individuals, pension plans, trusts, and business entities. Green Pastures uses two model portfolios: Defensive Growth and All Weather. The firm does not provide financial planning or estate planning services, but may offer limited consultation services on investment and non-investment related matters if requested by a client.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
This fee applies to the Green Pastures Defensive Growth Models. The fee for the Green Pastures All Weather Models is 0.50% per year. Advisor may render investment management services via the Green Pastures Defensive Growth Models to qualified clients for a performance-based fee in accordance with the requirements set forth in Rule 205-3 under the Investment Advisers Act of 1940, as amended. For those clients, Advisor shall charge the annual investment management fee described above ('base fee') in addition to an annual fee based on the performance of the account ('incentive performance fee'). Advisor's annual investment management fee shall be 0.50% of the assets under management and the incentive performance fee shall be 20% of the net performance of the account.