Wealth Management Services
Wealth Management Services
You benefit from our wealth management services that provide you with the following:
- Professional, fully managed investment portfolios
- Fee-only advisory
- Fiduciary services
- Third-party custodians for your safety
- 24/7 online access to your accounts
- Account statements directly from your custodian
- Free banking services through your custodian
Our low fee rates may help you reach your goals faster.
.65%/yr. – $0 to $1,000,000
.50%/yr. – $1,000,000+
Fee calculation example:
Account Value = $1,250,000
Days of Service = 31 days
(($1,000,000 X 0.0065) X 31/365) + (($250,000 X .0050) X 31/365) = ($552.05 + $106.16) = $685.21
Wealth management fees are automatically charged to accounts each month after services are rendered.
Bionic Wealth Management focuses on YOUR ROI.
Bionic Wealth Management Portfolio Models*
- We design investment portfolios with publicly-traded equity, fixed income and alternative asset classes.
- Our decisions are based upon macroeconomic, political, market conditions and other factors.
- Securities within asset classes are changed as necessary.
- Initial target allocations to each asset class are determined based on client needs, time horizons, and risk tolerances.
- Allocations are updated based on changing personal circumstances and may be adjusted as market conditions warrant.
Broad, global equity exposure is fulfilled primarily through purchasing tax-efficient, low-cost ETFs. Typically, there will be no attempt to select individual stocks in these portfolios.
Fixed income allocations consist primarily of no-load, institutional-share mutual funds and closed-end funds. The current mix of funds offers relatively high yields and some protection against rising interest rates. In exchange, our portfolios may exhibit slightly higher credit risk than typical aggregate bond indexes.
Alternatives may include strategies such as risk arbitrage, long/short equity and managed futures through structures including mutual funds and ETFs. Commodities, precious metals, MLPs, or REITs may be purchased through mutual funds and ETFs. Alternatives are chosen when they are deemed to display appropriate risk/return profiles and are suitable for the investor and his/her portfolio.
Pie chart allocations are for illustrative purposes only. Normally, minimal cash positions are held.
*The current Portfolio Model is meant to be representative, may differ for each client, and may change at any time.
For no-load annuities, life insurance and other wealth management services, call us at 310-734-8500.
Use the calculator below to track your financial progress.
Click to learn more at BionicCapital.com
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 2-20-20 approximate $19 million for 21 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.