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321-574-8052 dean@bioniccapital.com

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BIONIC CAPITAL WEALTH MANAGEMENT


AUTOMATED INVESTING. PERSONALIZED ADVICE.

Client assets are managed by 55ip, a JP Morgan company, utilizing a selection of
tax-smart portfolios from the best money managers in the world. We charge only
0.57% based on assets so you keep more money.

Do better. Go BIONIC®.


INVESTMENT STRATEGIES

ACTIVELY MANAGED ETFS

Actively managed ETF portfolios are diversified exchange-traded-fund portfolios
from BlackRock, Fidelity, JP Morgan and others. These tax-smart portfolios
efficiently and effectively help you reach long-term investing goals. Portfolios
are managed by 55ip, a JPMorgan company, at no extra cost to you. All assets are
held by Schwab Institutional, so you benefit from Schwab, 55ip, and Bionic
Capital all for the low annual fee rate of 0.57%. ($100,000 minimum)

TREASURIES AND CDS

Treasury and CD portfolios consist of government fixed-income securities and
certificates-of-deposits of varying maturities managed by Bionic Capital using
the Schwab Institutional platform. These portfolios are for investors who desire
guaranteed interest returns with very low price volatility. Cash flows are
reinvested or withdrawn to support your lifestyle. (0.33% annual fee – $500,000
minimum)

BIONIC PORTFOLIOS

Bionic® portfolios target returns using a mixture of securities, including, but
not limited to, stocks, bonds, mutual funds, and ETFs. Managed by Bionic
Capital, these are 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 – $2,000,000
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

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AUTOMATED DIGITAL INVESTING

State-of-the-art technology from our custodians and asset managers helps us help
you.

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25+ YEARS EXPERIENCE

Owner-manager Dean Erickson, CFA has over 25 years of experience in the wealth
management field.

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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



CALL US

(321) 574-8052

EMAIL US

dean@bioniccapital.com


FREQUENTLY ASKED

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.

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.

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 2024 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

Registered Office:
7901 4th St N – #20028
St. Petersburg, FL 33702

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.

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IMPORTANT NOTICE

You are now leaving the Bionic Capital LLC ("Bionic Capital") website and will
be entering the Charles Schwab & Co., Inc. (“Schwab”) website. Schwab is a
registered broker-dealer, and is not affiliated with Bionic Capital or any
advisor whose name appears on this website. Bionic Capital is independently
owned and operated. Regardless of any referral or recommendation, Schwab does
not endorse or recommend the investment strategy of any advisor. Schwab has
agreements with Bionic Capital under which Schwab provides Bionic Capital with
services related to your account. Schwab does not review the Bionic Capital
website, and makes no representation regarding information contained in the
Bionic Capital website, which should not be considered to be either a
recommendation by Schwab or a solicitation of any offer to purchase or sell any
securities.




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