Wealth Management

For affluent and high-net-worth private clients

Wealth Management Services

We serve individuals and families

  • Comprehensive Wealth Management

Bionic offers customized investment and wealth management services to individuals and families. We specialize in high-quality, low-cost, internally-managed portfolios and financial problem-solving. We can advise on retirement, insurance, trust and other financial issues, as well as manage many types of taxable and tax-deferred accounts, including no-load variable annuities.

For risk-averse clients, Bionic now offers portfolios of FDIC-insured certificates of deposit chosen from hundreds of banks around the United States. We offer these managed CD portfolios at the low fee rate of only 0.25%* (25 bps) per annum. US dollar-denominated portfolios only. $1 million minimum account size.

You will receive the following benefits:

    1. High-quality, low-cost investment management services
    2. Fee-only advisory
    3. Fiduciary services
    4. Third-party custodians for your safety
    5. 24/7/365 online access to your accounts
    6. Account statements directly from your custodian
    7. Access to multiple custodians, as needed
    8. Free checking and other banking services, depending upon custodian

Per the company’s Brochure, Bionic Capital’s standard, full-service advisory fee rate is 1% per year (100 bps) based on managed assets per account, assessed monthly in arrears. Fee rates are negotiable and are typically lower for clients with over $500,000 in assets managed. Managed CD portfolios are priced at 0.25% (25 bps) per annum.

 

*Does not include commissions which may be paid to broker-dealers and/or custodians which facilitate trading of securities. Bionic Capital does not receive commission payments.

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Wealth management firm Bionic Capital focuses on YOUR return on investment.

We care about YOUR R-O-I.

We serve trusts

  • Third-party Set-up and Administration, Investment Management

Partnering with the highest-quality, third-party Trust Companies from across the U.S., we offer truly independent, cost-effective and tailored solutions. We offer multiple custodial options with low all-in fees.

We serve donor-advised funds

  • Third-party Set-up and Administration, Investment Management

If you are just starting in philanthropy, or if your foundation’s endowment has stagnated at less than $500,000, you may want to consider a donor advised fund through American Endowment Foundation, a leading, national, independent sponsor of donor advised funds. Click here for more information on an easy, cost-effective way to start or maintain your philanthropy.

We serve private foundations

  • Third-party Set-up and Administration, Investment Management

Bionic Capital offers foundations and endowments high-quality, third-party investment management at very competitive pricing. We advise in the creation of your Investment Policy Statement, which is critical in helping you meet your fiduciary duties. We work with your current team to help you meet all governmental and tax filings on a timely basis. For those interested, we can initiate a discussion and possible engagement for you with Foundation Source, a premier provider of back office and administration services to U.S. foundations.