Bionic Capital Wealth Management is an Irvine-based investment firm that combines digital efficiency with personalized advice to provide strategic investment solutions. With ultra-low fees ranging from 0.33 to 0.57 annually, Bionic Capital offers a range of investment strategies, including treasuries and CDs, actively managed ETFs, and Bionic portfolios. As a fiduciary, Bionic Capital always puts client interests first and utilizes the expertise of 55ip, a JPMorgan company, to ensure efficient and tax-smart investing.
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 help clients save more and invest more. Bionic Capital accepts various types of accounts, including individual or joint accounts, 401ks, IRAs, and personal trusts, and offers low-cost, managed variable annuities from Nationwide for high-net-worth clients. Their mission is to help clients grow and protect their wealth, guiding them every step of the way towards achieving their financial goals with confidence.
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