Investor QuestionnaireInvestor Questionnaire Thank you for your interest in Bionic Wealth Management and for taking our no-obligation Investor Questionnaire. We look forward to learning more about your investing needs and assisting you in reaching your financial goals. - Dean Erickson, CFAYour current age is Under 40 41 to 50 51 to 60 61 to 70 over 70How many years before you expect to start taking money from your investments? Less than 2 years 2-5 years 6-10 years 11-20 years More than 20 yearsAs you withdraw money from these investments, over how many years do you plan to spend it? 2 years or less 3-5 years 6-10 years 11-20 years More than 20 yearsHow would you characterize your experience in investing in markets (stock, bonds, mutual funds, etc.)? I have some experience, and am still learning I'm just starting to invest I've seen market ups and downs, it's time to give someone else the reins I love it and want to be involved with investment decisions I enjoy investing, but want someone else to handle the day to dayHow would you generally rate your willingness to take financial risk? I hate losing money, even in the short-term I'm a low risk taker, but know I have to take some risk to make money I'm an average risk taker I'm fine with taking risks to try to make more money I enjoy taking risks and trying to make bigger returnsIn which of the following investment portfolios would you most likely invest? Portfolio A - Earns an annual return of either 2% or loses 0% Portfolio B - Earns an annual return of either 7% or loses 3% Portfolio C - Earns an annual return of either 15% or loses 8% Portfolio D - Earns an annual return of either 25% or loses 16% Portfolio E - Earns an annual return of either 40% or loses 30%Which of the following ranges best represents your current annual family income (including social security and pension income) before taxes? Under $30,000 Over $30,000 and under $55,000 Over $55,000 and under $90,000 Over $90,000 and under $150,000 Over $150,000 and under $300,000 Over $300,000What is the amount of your investable assets, excluding real estate, but including mutual funds, cash, stocks, and bonds? Under $100,000 $100,000 up to $300,000 Over $300,000 up to $600,000 Over $600,000 up to $1,000,000 Over $1,000,000Would you prefer to invest in a portfolio designed to meet environmental, social and governance (ESG) criteria? No, I want to be able to invest in any security that might make me money, It doesn't matter, whichever might make the most money. It doesn't matter, whichever costs the least. I prefer ESG as long as it doesn't cost more than an extra 0.25% per year. I want an ESG portfolio, regardless of cost.Please add any comments or questions you may have in the box below. Please fill out the required fields below and submit. We will be in contact with you shortly to discuss your results and needs. Name Email Phone Number Time is Up!
