KLD Wealth Management

Overview

KLD Wealth Management is an independent, LLC-structured advisory firm that focuses on individual and family clients. The firm is state-registered in Kentucky and Ohio and operates under an individual owner. Core services include financial planning, discretionary portfolio management for individuals and small businesses, and the selection of external advisers. Compensation is flexible: percentage-of-AUM fees alongside hourly and fixed-fee arrangements. KLD identifies as a capital allocator and uses third-party managers when appropriate. The firm does not position itself as an active ESG investor and lists an accountant among its industry affiliations.

Assets & Accounts

Investments & Alternatives

Location & Offices