Bionic Wealth Management
Automated ESG Investing. Personalized Advice.
Bionic Wealth Management
We provide sustainable and earth-friendly investment portfolios, automated investing technologies, and personalized advice for every client.
ESG investing meets criteria concerning environmental, social, and governance (ESG) issues within companies. Our Bionic ESG portfolios are created to help you succeed while also meeting your personal values.
Features of Bionic Wealth Management
Our low wealth advisor fee rates may help you reach your goals faster.
0.65%/yr. – $0 to $250,000
0.50%/yr. – Over $250,000
Fee calculation example: $100,000 X 30 days/365 X 0.005 = $41.10 fee for a 30 day month.
$50,000 recommended minimum.
First, please answer 14 simple questions to learn your suggested Bionic ESG portfolio. At your choice, you can then easily open your account online.
Once your account is open, we will contact you to learn more about you and discuss your investing goals. In that way, we can determine how to best help you succeed, which is our fiduciary duty as your wealth advisor and Registered Investment Advisor (RIA).
Whenever you have questions or concerns, call us, email us, or message us through your client portal. We will be with you every step of the way.
Easily open your account online in minutes. If you have any questions, reach out to us and we will help.
We create Bionic ESG Portfolios (meeting Environmental, Social, and Governance standards), from all available ETFs (exchange-traded funds) that meet our standards for diversification, low-cost, and trading liquidity.
Each investment and portfolio is subject to change, as we deem beneficial for you. That, again, is our fiduciary duty to you.
Through your free client portal, you can view your account statements, trade confirmations, and tax documents at any time.
Your accounts have bank-level security from our partners at Interactive Brokers, Marsco, and Trading Front.
Quickly drill down into your underlying investments while viewing your portfolio. If you choose, you can use your client portal to aggregate outside accounts, like banking, mortgage, and credit card accounts, to get a total picture of your financial health – all for free.
Easily create free ACH transfers into or out of your accounts. Wire transfers may cost a nominal fee. Just let us know what you need and we will help you.
For its services, Bionic Wealth Management receives a low monthly management fee, payable in arrears (i.e., you are charged only after service). We receive no commissions or other fees.
Easy mobile access to your investment accounts.
Learn more at BionicCapital.com
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. 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 321-574-8052 for a discussion of risks.
Click here to read our company’s Brochure to learn more about how we conduct our business.
BIONIC® is a federally registered trademark owned by Bionic Capital LLC. It is registered for "Financial services, namely, investment advice, investment management, ..." and separately for "banking services." Please respect our trademarks and attribute appropriately.