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®.
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.
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. Portfolios can be managed by J.P. Morgan Asset Management for an extra 0.12% per annum. (0.33% annual fee – $250,000 minimum)
Actively Managed ETFs
Actively managed ETF portfolios consist of diversified exchange-traded-fund model portfolios from BlackRock, State Street, JP Morgan, Vanguard, and others. These are designed to efficiently and effectively meet long-term investing goals at very low cost. These portfolios are managed by 55ip, a JPMorgan company, at no extra cost to you. (0.57% annual fee – $50,000 minimum)
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
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!
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.
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.
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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.
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.
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.