Bionic Capital Wealth Management
Automated Investing. Personalized Advice.
Experienced advisors and leading-edge technology bring you intelligent investing solutions from 55ip, a J.P. Morgan company, Intelliflo Advisers, an Invesco company, and iRebal by Schwab. We offer hundreds of diversified portfolios from the world’s top money managers. Our annual fee rate is only 0.57% or less. Save up to $6,800 per year versus other advisors*.
Grow faster. Go BIONIC®.
*Savings reflect our low rate versus Fisher Investments’ fee rate of 1.25% on a one-million-dollar portfolio.
AI
Automated Investing removes guesswork.
Hire the best money managers and benefit from thousands of investment professionals around the world working for you. Our efficiency means you pay the lowest fees for the highest-quality investment solutions. Pay 0.57% of your account value (or less) annually for professional money management and expert financial advice.
Remove guesswork. Invest and re-invest through up and down markets. Rebalance automatically. Be a long-term investor, and let J.P. Morgan, Invesco, and Schwab do the work. We determine the best model portfolio and provider for you, and then monitor each portfolio. When you have questions or needs, you call us directly.
Automated Investing. Personalized Advice.
Investment Services
What we offer
Actively Managed ETFs
Actively managed, tax-aware ETF portfolios use diversified investments from BlackRock, J.P. Morgan, Invesco, Vanguard, and other asset managers. These portfolios efficiently help you reach long-term investing goals. Portfolios are managed by 55ip, a J.P. Morgan company, Intelliflo Advisers, an Invesco company, or through iRebal by Schwab.
Annual fee rate = 0.57%. ($250,000 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 tax-aware portfolios balance dual goals of optimizing cash flows and returns with reducing investment risks based on individual needs.
Annual fee rate = 0.57%. ($500,000 minimum)
Contact Us
Contact us for a complimentary portfolio review and consultation. As a fiduciary and financial problem-solver, we will review your current portfolio, goals, fees, and any areas of concern for you.
Trademarks
BIONIC and OPTIONS-ENHANCED are 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.
Contact
+1-310-734-8500
Bionic Capital LLC
Investment Advisor
CRD #150240
U.S. Registered Office:
7901 4th St N – #20028
St. Petersburg, FL 33702
Disclaimer
This website is intended for U.S. clients and prospects only. 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 2025 Brochure to learn more about how we conduct our business. You can also learn more about us on the SEC website.