Advisor at Green Pastures Wealth Management LLC
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Firm
Green Pastures Wealth Management LLC
Location
Bridgeport, CT 06601
Credentials
Series 63, Series 65
Industry experience
25 years
Leeland Gray is the sole advisor at Green Pastures Wealth Management LLC in Bridgeport, CT, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has worked at First Allied Securities, Inc. since 2008 and has been with Green Pastures Wealth Management since 2003. Green Pastures Wealth Management LLC provides discretionary portfolio management and non-discretionary allocation assistance to individuals, pension and profit-sharing plans, trusts, and business entities. The firm manages assets using two proprietary model families—Defensive Growth, which employs active mutual fund allocations with market timing, and All Weather, which uses a strategic, index-based approach with long-term rebalancing.
$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.
3000 Madison Avenue, Unit C
Bridgeport, CT 06601
Connecticut
First Allied Securities, Inc.
2008 - Present (18 years)
Green Pasture Wealth Management Llc
2003 - Present (23 years)
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