Bionic Wealth Management
Technology with Humanity
At Bionic Wealth Management, we leverage the benefits of the latest investing technology and human experience to give you high-quality investment portfolios and financial guidance – 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. We remain your intellectual resource and financial problem-solver to help you achieve and further your financial independence.
Features of Bionic Wealth Management
Our low wealth advisor fee rates may help you reach your goals faster.
.65%/yr. – $0 to $1,000,000
.50%/yr. – $1,000,000+
We take care of everything and you can call us when you need anything. To begin the process, you take a simple, nine-question, Bionic Wealth Management Investor Questionnaire. We then 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 are available for no additional fee.)
Through TD AMERITRADE Institutional’s client site, www.advisorclient.com, you can view your 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 of 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 create 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 you.
It only makes sense; we succeed when you succeed. Rather than ever trying to sell you anything, Bionic Wealth Management is paid a low monthly management fee, payable in arrears. 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 $6.95 for stock trades) will be beneficial for you. We do not share in any commissions that may be paid to our custodian, TD AMERITRADE Institutional.
Mobile access to your investment accounts with free apps from TD AMERITRADE Institutional. Stay informed about your investments.
Bionic Capital - Disclaimer
Bionic Capital (dba Bionic Wealth Management) may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered or have filed notice or are otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Bionic Capital and its investment advisor representatives are not registered shall be limited.
Currently, Bionic Capital LLC operates as a sole proprietorship owned by CEO Dean Erickson, CFA. From time to time, Bionic Capital has hired and will hire investment advisor representatives on an independent contractor basis. Assets under management as of 2-26-18 approximate $17 million for 24 clients. Call Dean at 310-734-8500 for more information.
Discussion of Investing Risks
The value of an investment may decrease as well as increase. An investor may not receive the amount initially invested, and income, if any, may fluctuate. The value of an investment may be affected by a variety of factors, including economic and political developments, interest rates and foreign exchange rates, as well as issuer-specific events. Past performance is not necessarily indicative of future returns.
Potential clients should primarily consider and rely on their understanding of their personal investment constraints and objectives, among other things before selecting Bionic Capital as an investment advisor. Some of Bionic Capital’s investment strategies are only appropriate for investors with a long-term time horizon. Contact Dean Erickson, CFA at 310-734-8500 for a discussion of risks.
Bionic Capital Brochure
Click here to read our company’s Brochure, also known as the ADV PART 2, for more detailed information about how we do business.