KLD WEALTH MANAGEMENT

Overview

KLD Wealth Management is an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm acts as a capital allocator for individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and selection of third‑party advisers. Its fee arrangements include percentage of AUM, hourly fees, and fixed fees. The adviser does not identify as an active ESG investor and is not documented as a multi‑state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives