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Submission: On April 09 via api from US — Scanned from US
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Questions? Email dean@bioniccapital.com 321-574-8052 dean@bioniccapital.com * Home * Investment Services * Financial Branding Select Page * Home * Investment Services * Financial Branding BIONIC CAPITAL WEALTH MANAGEMENT AUTOMATED INVESTING. PERSONALIZED ADVICE. Combining digital efficiency and human expertise, we provide strategic investment solutions and personalized advice with ultra-low fees of only 0.33% to 0.57% annually. Do better. Go Bionic®. Call 321-574-8052 BIONIC CAPITAL IS A FIDUCIARY AND MUST ALWAYS PUT CLIENT INTERESTS FIRST. WE OFFER INVESTMENT STRATEGIES FROM THE BEST ASSET MANAGERS IN THE WORLD. YOU BENEFIT FROM 55IP, A JPMORGAN COMPANY, AND EFFICIENT, TAX-SMART INVESTING. INVESTMENT STRATEGIES TREASURIES AND CDS Treasury and CD portfolios consist of government fixed-income securities and certificates-of-deposits of varying maturities. Designed for investors who desire guaranteed interest returns with low price volatility. Cash flows are reinvested. (0.33% annual fee – $250,000 minimum) ACTIVELY MANAGED ETFS Actively managed ETF portfolios consist of diversified exchange-traded-fund model portfolios from BlackRock, Fidelity, JP Morgan, and others. These are designed as tax-smart portfolios to efficiently and effectively meet long-term investing goals at very low cost. These portfolios may be managed by 55ip, a JPMorgan company, at no extra cost to you. (0.57% annual fee – $50,000 minimum) BIONIC PORTFOLIOS Bionic® portfolios target returns using a mixture of securities, including, but not limited to, stocks, bonds, mutual funds, and ETFs. Designed for clients with existing portfolios with significant unrealized gains. Portfolios are managed to limit realized gains and optimize cash flows per individual needs. (0.57% annual fee – $250,000 minimum) RISK TOLERANCE QUESTIONNAIRE Take our Quiz to Learn More About Investing OUR MISSION At Bionic Capital Wealth Management, we believe in the power of automated digital investing paired with personalized advice. Our mission is to help you grow and protect your wealth, so you can achieve your financial goals with confidence. We offer a comprehensive range of services tailored to your unique needs. Whether you’re just starting your investment journey or looking to optimize your portfolio, we’re here to guide you every step of the way. Experience the future of wealth management with Bionic Capital today! OUR METHODOLOGY After we analyze your needs, goals, and risk preferences, we determine your risk tolerance profile. We then recommend a specific investment strategy for you. Once we agree on your strategy, we implement it for you or engage 55ip, a JPMorgan Chase company, to do so for you. Trading and rebalancing ETF portfolios are automated based on analyses of risk and performance, among other factors. We monitor every portfolio and initiate changes whenever your needs change. Start Your Free Financial Plan E LEARN MORE R AUTOMATED DIGITAL INVESTING State-of-the-art technology from our custodians and asset managers helps us help you. R 25+ YEARS EXPERIENCE Owner-manager Dean Erickson, CFA has over 25 years of experience in the wealth management field. R A TEAM OF EXPERTS Bionic Capital utilizes multiple outside experts to keep your fees low and opportunities for success high. SAVE MORE. INVEST MORE. OUR FEE RATES ARE 0.33% TO 0.57% ANNUALLY. COMPARE OUR LOW FEES TO WHAT YOU CURRENTLY PAY. YOU SHOULDN’T PAY FOR OUR OVERHEAD, SO YOU DON’T. View Investment Services GET IN TOUCH CALL US (321) 574-8052 SEND A MESSAGE dean@bioniccapital.com FREQUENTLY ASKED WHO WILL MANAGE MY PORTFOLIO? 55ip, a JPMorgan company, manages most portfolios. Your specific portfolio will be based on model portfolios from JPMorgan, BlackRock, Fidelity, and others, along with your specific needs and risk tolerances. When a model is changed, 55ip makes the relevant changes in your portfolio in an efficient, tax-smart manner. As a Chartered Financial Analyst for over thirty years, I am experienced in choosing individual investments but only do so for those clients who select a Bionic Portfolio or Treasury and CD Portfolio. Most new clients will benefit from 55ip. With your input, I determine the best portfolio for you, then monitor performance over time, and discuss potential changes to your investment strategy as needed. My most important job is to help you succeed. WHAT TYPE OF ACCOUNTS ARE AVAILABLE? Bionic Capital accepts any type of account that our custodian Schwab Institutional accepts, which is pretty much all types. From individual or joint accounts, 401ks, IRAs, SEP IRAs, to personal trusts and foundations, we can manage your investments. At your option, we engage 55ip, a JPMorgan company, to manage tax-smart ETF portfolios at no extra charge. To facilitate further 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. With you, we determine the best account types to hold specific investments in order to manage tax effects and improve your odds of financial success. WHY SHOULD WE CHOOSE YOU 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. 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 (321) 574-8052 for a discussion of risks. COMPANY BROCHURE Click here to read our company’s 2023 Brochure to learn more about how we conduct our business. You can also learn more about us on the SEC website. CONTACT US Bionic Capital LLC Investment Advisor CRD #150240 Email: dean@bioniccapital.com Phone: (321) 574-8052 To improve your financial branding, click here. IMPORTANT LINKS * Learn * Investing Blog * Disclosures * Schwab Client Login * Contact Us TRADEMARKS BIONIC and OPTIONS-ENHANCED are each registered trademarks for “Financial services, namely, investment advice, investment management, investment consultation, and investment of funds for others, including private and public equity and debt investment services.” Bionic is also a registered trademark for “Banking services.” Please respect our trademarks. MORE LINKS * Altruist * Bionic Advisor * Bionic Shares * Bionic Funds Copyright Bionic Capital LLC. All rights reserved. We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies. Do not sell my personal information. SettingsAccept Privacy & Cookies Policy Close PRIVACY OVERVIEW This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the ... Necessary Necessary Always Enabled Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information. 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