Advisor at Milieu Personal Finance LLC
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Firm
Milieu Personal Finance LLC
Location
Ann Arbor, MI
Credentials
Series 65
Industry experience
1 year
Surin Mong is a financial advisor at Milieu Personal Finance LLC with a Series 65 credential and one year of industry experience. He has prior experience at Choate, Hall & Stewart and several biotechnology firms, and is currently employed as an Associate Director of Licensing at the University of Michigan, where he focuses on developing and licensing academic innovations. Milieu Personal Finance LLC provides fee-only financial planning and discretionary investment management primarily for individual clients, including both non–high-net-worth and high-net-worth individuals. The firm combines modern portfolio theory with passive and active strategies, offers ESG options, and emphasizes serving non-HNW clients through comprehensive and project-based engagements.
Based on Milieu Personal Finance LLC
Based on Milieu Personal Finance LLC
Project-Based Financial Planning fixed fees range from $2,400 to $4,800
$0 - $250,000: $200 monthly fee plus $600 initiation fee $250,001 - $500,000: $250 monthly fee plus $750 initiation fee $500,001 - $1,000,000: $300 monthly fee plus $900 initiation fee $1,000,001 - $2,000,000: $350 monthly fee plus $1,050 initiation fee $2,000,001 - $4,000,000: $400 monthly fee plus $1,200 initiation fee $4,000,001+: Contact MPF to discuss fees
Minimum fee: Initiation fees from $600 to $1,200 depending on portfolio size; monthly fees from $200 to $400 depending on portfolio size Fee-only: Fixed fees for financial planning services; initiation fees and monthly fees as described; project-based financial planning fixed fees range from $2,400 to $4,800
Ann Arbor, MI
Michigan
University of Michigan
2024 - Present (2 years)
Milieu Personal Finance LLC
2024 - Present (2 years)
Dewpoint Therapeutics
2021 - 2024 (3 years)
Senda Biosciences
2019 - 2021 (2 years)
Choate, Hall & Stewart
2017 - 2019 (2 years)
Massachusetts Institute of Technology
2012 - 2017 (5 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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