Bionic Wealth Management
Technology with Humanity
Bionic Wealth Management offers you a highly credentialed, human wealth advisor along with professionally managed investments utilizing the latest technology – all for one low fee.
We manage your investments (e.g., stocks, bonds, mutual funds, ETFs), so you can more easily manage the rest of your life. And we become your intellectual resource to help you achieve and further your financial independence.
Features of Bionic Wealth Management
After you take the simple, nine-question, Bionic Wealth Management Investor Questionnaire, we discuss with you by phone your needs, goals, investing experience and risk tolerance. We get to know you better, so we can help you the best way we can, which is our fiduciary duty as your wealth advisor and Registered Investment Advisor (RIA).
Once we have agreed to work together, we will email you paperless account opening and disclosure documents from our custodian, TD AMERITRADE Institutional, for your electronic signatures. If you have any questions, reach out to us and we will help you through the process.
During this time, we will discuss with you our recommended investment allocation based on our understanding of your personal situation. We then email your recommended portfolio for your review and further discussion, if you wish. However, because we manage investments in real-time, every investment and portfolio is subject to change. We invest as we think is best for you. That, again, is our fiduciary duty to you. (ESG portfolios available for no additional fee.)
Through TD AMERITRADE Institutional's client site, www.advisorclient.com, you can view you account statements, trade confirmations and tax documents online at any time. You can also choose to receive paper statements, if you wish.
Feel safe about your accounts with the highest-level security offered by TD AMERITRADE Institutional.
You can quickly drill down into your underlying investments with tools from Morningstar®, which are incorporated into your client portal - for free!
As your wealth advisor, we can easily set up free one-time or recurring ACH transfers into or out of your accounts. Wire transfers are also generally free. Just let us know what you need and we will help.
For our services, Bionic Wealth Management is paid a monthly management fee, payable in arrears, directly from your accounts. Typically, trading will be commission-free, but because we are obligated as fiduciaries to make the best decisions we can, there may be times when paying a low commission (e.g., $24 for institutional-share mutual fund trades or $9.99 for stock trades) will be beneficial for you. We do not benefit from any commisssions that may be paid to TD AMERITRADE Institutional.
Mobile access to your investment accounts with free apps from TD AMERITRADE Institutional. Stay informed about your investments.