Green Pastures Wealth Management LLC
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About
Green Pastures Wealth Management LLC is a registered investment adviser that provides discretionary portfolio management to individuals, pension/profit‑sharing plans, trusts and business entities, and offers non‑discretionary allocation assistance for clients’ variable life/annuity contracts and employer‑sponsored retirement plans. The firm does not provide comprehensive financial planning or estate‑planning services.
The adviser manages client assets through two proprietary model families: a Defensive Growth program that uses active, dynamic mutual‑fund allocations—including sector index funds, inverse equity index funds, tactical asset allocation, sector rotation and market timing—and an All Weather program that uses strategic, buy‑and‑rebalance, index‑based mutual‑fund allocations. The Defensive Growth models explicitly incorporate a market‑timing component and may generate above‑average turnover, while the All Weather models follow a longer‑term rebalancing discipline.
Noteworthy aspects of the firm include its ability to accept performance‑based advisory arrangements for qualified clients under Rule 205‑3, a relatively uncommon practice among independent advisers of this type, and the firm principal’s role as a licensed insurance producer who sells annuity and other insurance products. The brochure discloses that insurance commissions and ongoing mutual fund 12b‑1 fees may be received, and the firm reports oversight of a substantially larger amount of non‑advisory annuity assets relative to its discretionary advisory assets, which informs its business mix and potential conflicts of interest.
Client services
Expertise
Fee options
$0+: 1.00% per annum (Green Pastures Defensive Growth Models) $0+: 0.50% per annum (Green Pastures All Weather Models) $0+: 0.50% per annum base fee plus 20% of net performance (performance-based fee for qualified clients via Defensive Growth Models)
For qualified clients using the Green Pastures Defensive Growth Models, Advisor charges a base fee of 0.50% of AUM plus an incentive performance fee of 20% of net performance, paid quarterly in arrears.
Account minimum: $25,000 Fee-only: Annual investment management fees based on assets under management as described above; no commissions charged by Advisor on managed accounts.
Main office
3000 Madison Avenue, Unit C
Bridgeport CT 06601
Advisors at this office
1
Most active in
Connecticut
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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