KLD Wealth Management

Overview

KLD Wealth Management is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning, discretionary portfolio management for individuals and small businesses, and sourcing third‑party advisers when appropriate. Its fee arrangements include asset‑based fees, hourly billing, and fixed fees. KLD does not self‑identify as an active ESG investor and is not positioned as a multi‑state or pension consultant adviser. KLD describes itself as a capital allocator, indicating it places client capital with external managers and funds rather than relying solely on in‑house strategies. That posture complements its service mix, which emphasizes planning and outsourced manager selection alongside direct portfolio management.

Assets & Accounts

Investments & Alternatives