Bionic Capital Wealth Management is a Fort Thomas-based financial advisory firm that combines digital efficiency with personalized advice to provide strategic investment solutions. With a focus on low fees and putting client interests first, they offer investment strategies from top asset managers in the world, including treasury and CD portfolios, actively managed ETF portfolios, and Bionic portfolios designed for clients with existing portfolios. Their mission is to help clients grow and protect their wealth, offering a comprehensive range of services tailored to individual needs.
With over 25 years of experience in the wealth management field, owner-manager Dean Erickson, CFA, leads a team of experts who utilize state-of-the-art technology to provide automated digital investing. Bionic Capital's fee rates are competitive, ranging from 0.33 to 0.57 annually, and they accept various types of accounts, including individual or joint accounts, 401ks, IRAs, and personal trusts. By engaging 55ip, a JPMorgan company, for portfolio management, Bionic Capital ensures efficient, tax-smart investing for their clients.
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