Green Pastures Wealth Management offers investment management services for individuals, pension profit sharing plans, trusts, and business entities. The firm manages portfolios using two primary proprietary strategies: Defensive Growth Models, which use tactical asset allocation and market timing with Guggenheim mutual funds, and All Weather Models, which use strategic buy-and-rebalance asset allocation with Vanguard mutual funds. Green Pastures Wealth Management does not provide standalone financial planning or estate planning services. Accounts are managed with discretionary authority, though the firm also offers non-discretionary management for variable life and annuity products or employer-sponsored retirement plans. The firm is led by Leeland F. Gray, Jr. and maintains a minimum account size of $25,000.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Rates vary by model: Defensive Growth Models charge 1.0% per year, and All Weather Models charge 0.50% per year. Certain qualified clients in Defensive Growth Models may also pay a 20% performance fee on net gains plus a 0.50% base fee. Fees are negotiable.