Milvian Bridge Advisory is a fee-only registered investment advisor based in Pennsylvania, founded and wholly owned by John J. Kroger. The firm provides personalized investment management and financial planning services to individuals, high net worth individuals, retirement accounts, trusts, estates, and small businesses. Milvian Bridge Advisory operates as a fiduciary, legally required to act in the best interests of its clients, and offers its services on either a discretionary or non-discretionary basis depending on client preferences. Portfolios are constructed using a diversified mix of exchange-traded funds, mutual funds, individual equities, bonds, and other securities. The firm does not impose a minimum account size requirement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees for amounts over $5,000,000 are negotiable. The firm uses a blended fee schedule.