Bionic Capital Wealth Management
Automated Investing. Personalized Advice.
Most client portfolios are managed by 55ip, a JP Morgan company, utilizing a selection of tax-smart ETF portfolios from the best money managers in the world. You pay an annual fee rate of only 0.57%.
Do better. Go BIONIC®.
Investment Strategies
Actively Managed ETFs
Actively managed ETF portfolios are diversified investment portfolios from BlackRock, JP Morgan, and others. These tax-smart portfolios efficiently help you reach long-term investing goals. Portfolios are managed by 55ip, a JPMorgan 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 are designed for clients with significant unrealized gains. Portfolios are managed to limit realized gains and to optimize cash flows per individual needs.
Annual fee rate = 0.57%. ($1,000,000 minimum)
Clients assets are held at Schwab Institutional, a division of Charles Schwab & Co. Schwab Institutional is the largest custodian supporting independent investment advisors. Our clients benefit from its strength and the breadth of its capabilities and offerings.
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 every day, so you can achieve your financial goals with confidence. 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
After we analyze your needs, goals, and risk preferences, we determine your Investor Risk 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. 55ip automatically updates your portfolio whenever your selected model is updated. We monitor every portfolio and initiate changes whenever your needs change.
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.
Our 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
(321) 574-8052
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, manages most portfolios. Your specific strategy will be selected from model portfolios from JPMorgan, BlackRock, Fidelity, and others, based on your particular needs, goals, and risk tolerances. When a model changes, 55ip makes the relevant trades in your portfolio. Most clients will benefit from 55ip.
As a Chartered Financial Analyst for over thirty years, Dean is very experienced in managing investment portfolios. He manages all Bionic Portfolios and Treasury and CD Portfolios and oversees every portfolio.
What type of accounts are available?
Bionic Capital manages any account that our custodian Schwab Institutional accepts, which includes taxable accounts, 401ks, IRAs, Roth and SEP IRAs, personal trusts and foundations. At your option, we engage 55ip, a JPMorgan company, to manage tax-smart 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 differ based on strategy. We determine the best account types to hold specific investments 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.