Bionic Wealth Management
Technology with Humanity
Bionic Wealth Management provides high-quality, tax-efficient investment portfolios using the latest technology, as well as personalized advice from experienced wealth advisors – all for one low fee.
We manage your investments, so you can more easily manage the rest of your life. We become and remain your intellectual resource to help you achieve and further your financial independence.
Key Features of Bionic Wealth Management
Our low fees for managing your investments may help you reach your goals faster:
.65%/yr. – $0 to $1,000,000
.50%/yr. – $1,000,000+
Minimum assets: $100,000 per client
Although we try to anticipate your needs, please call or email us whenever you have questions. To begin, take our no-obligation, nine-question, Bionic Wealth Management Investor Questionnaire. Informed by the results, we will discuss with you by phone your needs, goals, investing experience and risk tolerance.
Most importantly, we need to know you better, so we can help you the best way possible. That is our fiduciary duty as your wealth advisor and registered investment advisor (RIA).
Client Agreement and Account Opening
Once we agree to work together, we email you paperless account opening and disclosure documents from our custodian, TD AMERITRADE Institutional, and from our parent, Bionic Capital LLC. As with any legal documents, you should review and understand all documents before adding your electronic signature.
If you have any questions, we will help you through the process.
Investments and Portfolios
During this period of review, we discuss with you our recommended investment allocations, based on our understanding of your personal situation. If you wish, we will email your recommended portfolio for your review and further discussion.
However, because we manage investments in real-time, every investment and portfolio is subject to change. We may utilize low-cost ETFs, no-load mutual funds, individual stocks, bonds and CDs, closed-end funds and other publicly-traded investment vehicles in your portfolio. (Learn more about investment basics.) We invest based on our analysis of what will be best for you. That, again, is our fiduciary duty to you. (ESG portfolios available for no additional fee.)
24/7 Online Account Access
Clients can view account statements, trade confirmations and tax documents online at any time. If you prefer, you can receive paper statements.
Your client portal, www.advisorclient.com, is available 24/7.
Bank Level Security
Feel safe about your accounts with high-level security from TD AMERITRADE Institutional.
Insightful Portfolio Analysis
Quickly drill down into your investment portfolios with Morningstar® analytical tools. These valuable tools are incorporated into your client portal - for free.
Free Money Transfers
Easily set up free one-time or recurring ACH transfers into or out of your accounts, or we can set them up for you. Wire transfers are also generally free.
Just let us know what you need and we will help.
We strongly believe that we succeed only when you do. To minimize potential conflicts of interest, we never sell investment products. Because Bionic Wealth Management is a fee-only RIA, we are compensated through an investment management fee, payable monthly in arrears.
Typically, trading for your account will be commission-free, including most ETF and mutual fund purchases. As a fiduciary, we infrequently purchase securities that require clients to pay commissions. Commissions at TD AMERITRADE Institutional generally range from $6.95 for stock trades to $24 for institutional-share mutual fund orders.
Importantly, Bionic Wealth Management gains no financial benefit from commissions paid by you to your custodian. As a result, our goals remain aligned with yours.
Fee calculation example:
Account Value = $750,000
Days of Service = 31 days
(($500,000 X 0.0060) X 31/365) + (($250,000 X .0050) X 31/365) = ($254.79 + $106.16) = $360.95
Mobile Access with Free Apps
Receive mobile access to your accounts with free apps from TD AMERITRADE Institutional. Stay informed about your investments.
Click here for Android phones.
Click here for iPhones.
Learn about our business practices by clicking here to view our Company Brochure (ADV Part 2).
Don’t settle for a robo-advisor. Go Bionic!
Call 310-734-8500 for more information or click below to get started.
Disclaimer: Investment accounts are not guaranteed and may lose money. All securities and financial product or instrument transactions involve risks. Those risks may include (among others) the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk. Information on past or hypothetical performance, where given, is not necessarily a guide to future performance.