Bionic Wealth Management
Investing Technology with Humanity
Bionic Wealth Management
As your wealth advisor, we leverage the benefits of the latest investing technology and human experience to provide 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).
Client Agreement and Account Opening
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.)
24/7 Online Account Access
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.
Bank Level Security
Feel safe about your accounts with the highest-level of security offered by TD AMERITRADE Institutional.
Insightful Portfolio Analysis
You can quickly drill down into your underlying investments with tools from Morningstar®, which are incorporated into your client portal – for free!
Free Money Transfers
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 with Free Apps
Mobile access to your investment accounts with free apps from TD AMERITRADE Institutional. Stay informed about your investments.
Don’t settle for a robo-advisor. Get a wealth advisor and Go Bionic!
Call 310-734-8500 for more information or click below to get started.
Bionic Capital dba Bionic Wealth Management Disclaimer
This website is for informational purposes only. It is not a solicitation or recommendation for the purchase or sale of any security or financial product. Nothing on this site should be considered tax, legal, insurance or investment advice.
We may only transact business in those jurisdictions where we are registered unless otherwise exempted. Communications with prospective clients residing in jurisdictions where Bionic Capital and its representatives are not registered shall be limited.
Currently, Bionic Capital LLC dba Bionic Wealth Management operates as a sole proprietorship owned by CEO Dean Erickson, CFA. From time to time, we have hired and will hire additional investment advisor representatives. Assets under management as of 2-22-19 approximate $17 million for 24 clients.
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.
Discussion of 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. The value of an investment may be affected by a variety of factors. These factors include economic and political developments, changing interest and foreign exchange rates, as well as issuer-specific events. Past performance is not necessarily indicative of future returns.
Potential clients should consider their investment objectives and constraints, among other things, before choosing to work with us. Some of our investment strategies are only appropriate for investors with long-term time horizons. Contact Dean Erickson, CFA at 310-734-8500 for a discussion of risks.
Click here to read our company’s Brochure to learn more about how we conduct our business.