Bionic Capital Wealth Management
Automated Investing. Personalized Advice.
Bionic Capital features advanced automated investing and expert, personalized financial advice. Because we are independent, we can offer the best investing solutions at the lowest cost. Clients pay only 0.57% per annum based on assets managed or as low as 0.33% when choosing a Treasury & CD Portfolio (minimums may apply). Check your savings here.
Do better. Go BIONIC®.
Investment Strategies
Actively Managed ETFs
Actively managed ETF portfolios are diversified investment portfolios from BlackRock, JP Morgan, Fidelity, and Invesco. These tax-aware portfolios efficiently help you reach long-term investing goals. Portfolios are managed by 55ip, a JPMorgan company, or intelliflo Advisers, an Invesco company.
Annual fee rate = 0.57%. ($100,000 minimum)
Treasuries and CDs
Treasury and CD portfolios consist of government-backed fixed-income securities and certificates of deposits managed by Bionic Capital. These portfolios are for investors who desire guaranteed interest returns with low price volatility. Cash flows are reinvested or sent to your bank account at your option.
Annual fee rate = 0.33%. ($500,000 minimum)
Bionic Portfolios
Bionic® portfolios target returns using a mixture of securities, including, but not limited to, stocks, bonds, and ETFs. Managed by Bionic Capital, these portfolios are managed to limit realized gains and to optimize cash flows per individual needs.
Annual fee rate = 0.57%. ($1,000,000 minimum)
Utilizing 55ip, a JP Morgan company, and intelliflo, an Invesco company, our clients receive each company’s superior digital trading and portfolio management capabilities. Further, we use iRebal from Schwab Institutional to create and trade personalized Bionic® portfolios. Schwab Institutional, a division of Charles Schwab & Co., is our primary asset custodian due to its breadth of capabilities and offerings, but we also access Interactive Brokers and Altruist.
Our Mission
Our mission is to help you grow and protect your wealth so that you can achieve your financial goals. Whether you’re starting your investment journey or looking to optimize your portfolio, we will guide you every step of the way. Experience the future of wealth management with Bionic Capital.
Our Methodology
Once we’ve analyzed your needs, goals, and risk preferences, we determine your Investor Risk Profile. We then recommend a specific investment strategy for you. With your approval, we implement your strategy, or engage 55ip or intelliflo Advisers. Your account is updated whenever your selected model is updated. We monitor every portfolio and initiate changes when your needs or market conditions dictate.
Automated Digital Investing
State-of-the-art technology from our custodians and asset managers helps us help you.
25+ Years Experience
Owner-manager Dean Erickson, CFA has over 25 years of experience in the wealth management field.
A Team of Experts
Bionic Capital utilizes multiple outside experts to keep your fees low and opportunities for success high.
Save More. Invest More.
Normal fee rates are 0.33% to 0.57% annually.
Click here to calculate your savings.
You shouldn’t pay for our overhead, so you don’t.
Call Us
(310) 734-8500
Email us
dean@bioniccapital.com
Frequently Asked
Why should we choose Bionic over a big firm?
When offering investment advice, independence is critical. Many wirehouse advisors have revenue quotas to meet and overhead to cover. They may be pressured to sell products, IPOs, and secondary offerings. Sometimes you may benefit, and often you will not. Either way, we do not sell anything other than service for advising you and managing your investments. Because we are independent, we can provide access to the best asset managers and technology providers in the world. Importantly, we commit to the lowest fee rates possible, rather than the highest we can get. It’s your money, it’s your choice.
Who will manage my portfolio?
55ip, a JPMorgan company, and Intelliflo Advisers, an Invesco company, manage most portfolios. Your investment strategy will be selected from model portfolios from JPMorgan, BlackRock, Invesco, and others, based on your particular needs, goals, and risk tolerances. When a model changes, relevant trades are made in your account. Most clients will benefit from 55ip and Intelliflo Advisers.
As a Chartered Financial Analyst for over thirty years, Dean is experienced in managing investment portfolios. He manages Bionic Portfolios and Treasury and CD Portfolios and oversees every portfolio.
What type of accounts are available?
Bionic Capital manages any account type that our custodian Schwab Institutional accepts, which includes taxable accounts, 401ks, IRAs, Roth and SEP IRAs, personal trusts, and foundations. We engage third-party managers like 55ip and Intelliflo to manage tax-aware ETF portfolios at no extra charge.
To further facilitate tax management for high-net-worth clients, we offer low-cost, managed variable annuities from Nationwide as a tax-deferral option. Our fees are the same for any account type but may differ based on strategy. We determine the best account types to hold specific investments to manage taxes and improve your odds of financial success.
Disclaimer
Nothing on this site should be considered tax, legal, insurance, or investment advice. Decisions based on information on this website are the sole responsibility of the person viewing the site. You agree to hold Bionic Capital LLC, its officers, employees, and independent contractors, harmless against any and all claims, losses, liability, and expenses arising from its use.
Investing Risks
The value of an investment may go up or down. An investor may not receive the amount initially invested, and income, if any, may fluctuate. Past performance is not necessarily indicative of future returns. Potential clients should consider their investment objectives and constraints, among other things, before investing. Contact Dean Erickson, CFA at (310) 734-8500 for a discussion of risks.
Company Brochure
Click here to read our company’s 2024 Brochure to learn more about how we conduct our business. You can also learn more about us on the SEC website.