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 Cash flows are reinvested or withdrawn to support your lifestyle.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)

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.

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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.

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.

Schwab Login

Click here to go to your Schwab portal.

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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