KLD Wealth Management

Overview

KLD Wealth Management is an independent, single-owner limited liability company that advises individual and family clients. The firm operates as a capital allocator and offers a mix of fee arrangements (percentage of assets under management, hourly, and fixed fees). Core advisory services include financial planning, portfolio management for individuals and small businesses, and selection of third-party advisers. KLD identifies as not being an active ESG investor and does not operate as a multistate or newly formed adviser. The firm lists an accountant among its industry affiliations.

Assets & Accounts

Investments & Alternatives