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321-574-8052 dean@bioniccapital.com

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BIONIC CAPITAL WEALTH MANAGEMENT


AUTOMATED INVESTING. PERSONALIZED ADVICE.

Most client portfolios are managed by 55ip, a JP Morgan company, utilizing a
selection of tax-smart ETF portfolios from the best money managers in the world.
You pay an annual fee rate of only 0.57%.

Do better. Go BIONIC®.


INVESTMENT STRATEGIES

ACTIVELY MANAGED ETFS

Actively managed ETF portfolios are diversified investment portfolios from
BlackRock, JP Morgan, and others. These tax-smart portfolios efficiently help
you reach long-term investing goals. Portfolios are managed by 55ip, a JPMorgan
company.
Annual fee rate = 0.57%. ($100,000 minimum)

TREASURIES AND CDS

Treasury and CD portfolios consist of government-backed fixed-income securities
and certificates of deposits managed by Bionic Capital. These portfolios are for
investors who desire guaranteed interest returns with low price volatility. Cash
flows are reinvested or sent to your bank account at your option.
Annual fee rate = 0.33%. ($500,000 minimum)

BIONIC PORTFOLIOS

Bionic® portfolios target returns using a mixture of securities, including, but
not limited to, stocks, bonds, and ETFs. Managed by Bionic Capital, these are
designed for clients with significant unrealized gains. Portfolios are managed
to limit realized gains and to optimize cash flows per individual needs.
Annual fee rate = 0.57%. ($1,000,000 minimum)

Clients assets are held at Schwab Institutional, a division of Charles Schwab &
Co. Schwab Institutional is the largest custodian supporting independent
investment advisors. Our clients benefit from its strength and the breadth of
its capabilities and offerings.




OUR MISSION

At Bionic Capital Wealth Management, we believe in the power of automated
digital investing paired with personalized advice. Our mission is to help you
grow and protect your wealth every day, so you can achieve your financial goals
with confidence. Whether you’re starting your investment journey or looking to
optimize your portfolio, we will guide you every step of the way. Experience the
future of wealth management with Bionic Capital.


OUR METHODOLOGY

After we analyze your needs, goals, and risk preferences, we determine your
Investor Risk Profile. We then recommend a specific investment strategy for you.
Once we agree on your strategy, we implement it for you or engage 55ip, a
JPMorgan Chase company, to do so. 55ip automatically updates your portfolio
whenever your selected model is updated. We monitor every portfolio and initiate
changes whenever your needs change.

Start a Free Financial Plan

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LEARN MORE

R

AUTOMATED DIGITAL INVESTING

State-of-the-art technology from our custodians and asset managers helps us help
you.

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25+ YEARS EXPERIENCE

Owner-manager Dean Erickson, CFA has over 25 years of experience in the wealth
management field.

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A TEAM OF EXPERTS

Bionic Capital utilizes multiple outside experts to keep your fees low and
opportunities for success high.




SAVE MORE. INVEST MORE.


OUR FEE RATES ARE 0.33% TO 0.57% ANNUALLY.

CLICK HERE TO CALCULATE YOUR SAVINGS.

YOU SHOULDN’T PAY FOR OUR OVERHEAD, SO YOU DON’T.

View Investment Services



CALL US

(321) 574-8052

EMAIL US

dean@bioniccapital.com


FREQUENTLY ASKED

WHY SHOULD WE CHOOSE BIONIC OVER A BIG FIRM?

When offering investment advice, independence is critical. Many wirehouse
advisors have revenue quotas to meet and overhead to cover. They may be
pressured to sell products, IPOs, and secondary offerings. Sometimes you may
benefit, and often you will not. Either way, we do not sell anything other than
service for advising you and managing your investments. Because we are
independent, we can provide access to the best asset managers and technology
providers in the world. Importantly, we commit to the lowest fee rates possible,
rather than the highest we can get. It’s your money, it’s your choice.

WHO WILL MANAGE MY PORTFOLIO?

55ip, a JPMorgan company, manages most portfolios. Your specific strategy will
be selected from model portfolios from JPMorgan, BlackRock, Fidelity, and
others, based on your particular needs, goals, and risk tolerances. When a model
changes, 55ip makes the relevant trades in your portfolio. Most clients will
benefit from 55ip.

As a Chartered Financial Analyst for over thirty years, Dean is very experienced
in managing investment portfolios. He manages all Bionic Portfolios and Treasury
and CD Portfolios and oversees every portfolio.

WHAT TYPE OF ACCOUNTS ARE AVAILABLE?

Bionic Capital manages any account that our custodian Schwab Institutional
accepts, which includes taxable accounts, 401ks, IRAs, Roth and SEP IRAs,
personal trusts and foundations. At your option, we engage 55ip, a JPMorgan
company, to manage tax-smart ETF portfolios at no extra charge.

To further facilitate tax management for high-net-worth clients, we offer
low-cost, managed variable annuities from Nationwide as a tax-deferral option.
Our fees are the same for any account type but differ based on strategy. We
determine the best account types to hold specific investments to manage tax
effects and improve your odds of financial success.

DISCLAIMER

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.

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. Past performance
is not necessarily indicative of future returns. Potential clients should
consider their investment objectives and constraints, among other things, before
investing. Contact Dean Erickson, CFA at (321) 574-8052 for a discussion of
risks.

COMPANY BROCHURE

Click here to read our company’s 2024 Brochure to learn more about how we
conduct our business. You can also learn more about us on the SEC website.

CONTACT US

Bionic Capital LLC
Investment Advisor
CRD #150240

Registered Office:
7901 4th St N – #20028
St. Petersburg, FL 33702

Email: dean@bioniccapital.com
Phone: (321) 574-8052

To improve your financial branding, click here.

IMPORTANT LINKS

 * Learn
 * Disclosures
 * Schwab Client Login
 * Contact Us

TRADEMARKS

BIONIC and OPTIONS-ENHANCED are each registered trademarks for “Financial
services, namely, investment advice, investment management, investment
consultation, and investment of funds for others, including private and public
equity and debt investment services.”

Bionic is also a registered trademark for “Banking services.”

Please respect our trademarks.

MORE LINKS

 * Bionic Advisor
 * Bionic Shares
 * Bionic Funds

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