Peter Krull

Personal Finance, Retirement, Investing
86%
Helpful
6
Answers
0
Articles
3
Followers
“Peter Krull is the CEO & Director of Investments at Earth Equity Advisors, a leading Socially & Environmentally Responsible Investment Management Firm.”
Firm:

Earth Equity Advisors

Job Title:

CEO & Director of Investments

Biography:

Peter Krull is a member of the 2018 Investopedia 100 list of the one hundred most influential financial advisors in America. He is an outspoken advocate for the environment and social issues and a well-known figure in the green business community. Pete truly walks the walk, including owning a solar-powered house and driving a Chevy Bolt electric car.

After several years at Merrill Lynch, Pete founded Earth Equity Advisors (formerly Krull & Company) in 2004 with the intention of helping clients align their investments with their values. Earth Equity Advisors is a Certified B Corp and has been selected as a Best for the World B Corp for three-years running, including Best for Customers and Best for the World Changemakers.

Since founding the firm, he has been quoted in the Washington Post, US News & World Report and several local publications. He has written a column for Valley Business FRONT in Virginia and Mountain Xpress in Asheville as well as being featured in numerous magazines, online articles and podcasts. He was selected as a 40-under-40 business leader by the Savannah Business Report & Journal in 2009.

He has served his communities in a number of different roles over the years:

  • Chair of the board at MountainTrue, the premiere environmental non-profits in Western North Carolina
  • Advisory Board of EarthShare Georgia
  • Advisory Board of TEDx Asheville
  • Board member at The Center for a Sustainable Coast
  • Board Member at Hospice of the Golden Isles
  • Board Member of Science Museum of Southwest Virginia

A native of Western New York, he lives in Asheville, NC with his wife, Dr. Melissa Booth, a microbiologist and author and two very spoiled cats, Savannah and Buster.

Education:

BA, Communication, Bethany College (WV)

Assets Under Management:

$80 million

Fee Structure:

Fee-only

CRD Number:

3164185

Disclaimer:

This website is solely for informational purposes. Advisory services provided by Peter Krull,  Neill Yelverton, Leesa Sluder and Kerry Keihn, investment adviser representatives of Earth Equity Advisors, LLC, a registered investment adviser.  Advisory services are only offered to clients or prospective clients where Earth Equity Advisors, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Earth Equity Advisors, LLC unless a service agreement is in place.

All Answers
Sort By:
Most Helpful
    Retirement, Asset Allocation, Choosing an Advisor, ETFs
Is my portfolio spread across too many funds given my age?
91% of people found this answer helpful

That does seem like an awful lot of funds and four different cash funds? When we put together portfolios, we typically will identify the styles of investing we want to own (large cap domestic, small cap, international, emerging markets, various bond types, alternatives, etc) Theoretically, you could have a portfolio that required that many, but I'm doubtful. If you were to run what I call a crossover report (an analysis that looks at how many of those funds own the same thing) I'll bet you that there's a lot of duplication.

I would caution you, however, on judging return based on the number of funds. If you require safe money, and you're diversified globally, then 4.9% is probably not a bad return. The only markets that are outperforming really are domestic equities. Your risk tolerance may not be equivalent to the risk associated with say the S&P 500.

 

3 weeks ago
    Investing
What is the best way to invest $200,000 at 75 years old to get back income of $1,500 per month?
67% of people found this answer helpful
3 weeks ago
    Financial Planning, International / Global, Stocks
If a stock I want to invest in is listed on multiple exchanges and is set to list on a major US exchange soon, would the all related shares be transferred to the new exchange, or could one be locked out?
50% of people found this answer helpful
3 weeks ago
    Investing, Asset Allocation
Will impact investing hinder potential profits?
3 weeks ago
    Investing, Asset Allocation
Is there a trade-off between impact investing and earning significant gains?
3 weeks ago