Surin Mong is a registered investment advisor at Milieu Personal Finance LLC, based in Ann Arbor, MI, with 1 years of industry experience. Surin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.15% |
This fee is charged by Betterment, where MPF requires clients to establish accounts to execute transactions.
Fee Estimator
Location
Ann Arbor, MI
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Surin is employed full-time as an Associate Director of Licensing at the University of Michigan since August 2024, where he develops, protects, and licenses academic innovation. This activity accounts for approximately 70% of Surin's time during trading hours and may create a potential conflict of interest.
Employment History
Current Registrations
Milieu Personal Finance LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.