310-734-8500 [email protected]

Wealth Management

For affluent and high-net-worth private clients

Wealth Management Services

We serve individuals and families

  • Comprehensive Wealth Management

Bionic Capital offers customized, Bionic® 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.

After an in-depth discussion of your needs, goals and risk tolerances, we will determine the most appropriate asset allocation for you. To implement our investment strategies, we utilize low-cost ETFs, no-load mutual funds, individual stocks, bonds and CDs, closed-end funds and other publicly-traded investment vehicles. (See investment basics to learn more.) Choosing an appropriate mix of investments may diversify a portfolio and help reduce the risk of loss.

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. $1,000,000 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

Fee rates

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 the 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.

Bionic® is a federally-registered trademark owned by Bionic Capital LLC. It is registered for use in "Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services" and is separately registered for use in "banking services."

Please respect our trademarks and attribute appropriately whenever you use them.

Bionic Capital - Disclaimer

Bionic Capital may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered or have filed notice or are otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Bionic Capital and its investment advisor representatives are not registered shall be limited.

Discussion of Investing Risks

The value of an investment may decrease as well as increase; 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, including economic and political developments, interest rates and foreign exchange rates, as well as issuer-specific events. Past performance is not necessarily indicative of future returns.

Potential clients should primarily consider and rely on their understanding of their personal investment constraints and objectives, among other things before selecting Bionic Capital as an investment advisor. Some of Bionic Capital’s investment strategies are only appropriate for investors with a long-term time horizon. Contact Dean Erickson, CFA at 310-734-8500 for a discussion of risks.

Bionic Capital Brochure

Click here to read our company’s Brochure, also known as the ADV PART 2, for more detailed information about how we do business.