Thomaslloyd Climate Solutions Llc

427 BEDFORD ROAD, Pleasantville, New York 10570

SEC CRD#298222
Last ADV filed: 03/31/2025
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Clean Disciplinary Record

No criminal, civil, or regulatory disclosures found in SEC or FINRA records.

No Conflicts Detected

Based on SEC filings, this firm does not sell insurance, operate as a broker-dealer, or offer proprietary products.

Fee Structure

AUM-Based Fee2.00%of assets under management

Detailed Fee Schedule

Compensation The Adviser will be paid an investment management fee of up to 2% per annum of assets under management. Investment management fees are charged monthly in arrears and pro-rated for subscriptions and redemptions during a month. The Adviser will be paid performance-based co

Source: Form ADV Part 2 Brochure
Compensation methods:
Percentage of AUM

Compensation Transparency

Based on SEC filings, this firm is compensated exclusively through client fees. No additional revenue from insurance sales, brokerage commissions, or proprietary products was disclosed.

Thomaslloyd Climate Solutions Llc — Fiduciary Advisor Profile | FiduciaryListings