KLD Wealth Management is a fee-only registered investment advisor providing investment management and financial planning services. KLD develops personalized investment policies and manages portfolios based on client goals, risk tolerance, and tax considerations. Financial planning services cover areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, risk management, and tax strategies. KLD may recommend outside managers and participates in Altruist's Model Marketplace.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
The above fee schedule includes the Outside Manager’s fee. The Outside Manager will debit the Client's account for both the Outside Manager's fee, and KLD's advisory fee, and will remit KLD's fee to KLD. The above fee schedule applies both to client accounts managed directly by the Firm and accounts managed by an Outside Manager. Altruist Cash Accounts will not be charged an advisory fee.