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How does the advisor help clients – Key Takeaways:
- Assist clients in achieving their financial goals
- Provide expert advice and guidance on investments
- Offer personalized financial planning and portfolio management services
- Act as a trusted partner in decision making for clients’ financial future
Facts and Insights
BIONIC CAPITAL is a leading financial services firm specializing in investment management and financial planning for individuals and businesses. With over 20 years of experience in the industry, their team of advisors are committed to helping clients achieve their financial goals through personalized strategies and expert advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 20+ |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
- Individuals
- High-net-worth individuals
- Businesses
- Institutions
- Non-profit organizations
Fees & Compensation
BIONIC CAPITAL charges a fee based on a percentage of assets under management (AUM). This fee ranges from 0.5% to 2.0% depending on the type and complexity of the services provided. They do not receive any commissions or compensation from third parties, ensuring that their recommendations are always in the best interest of their clients.
Background
BIONIC CAPITAL was founded by a team of experienced financial advisors who saw the need for personalized and unbiased financial services in the market. They are committed to providing their clients with transparent and honest advice, backed by their expertise and comprehensive research. BIONIC CAPITAL follows a disciplined and conservative approach to investing, with a focus on long-term growth and risk management.
Financial Advisor Disclosures to Know
BIONIC CAPITAL is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). This means that they are held to a fiduciary standard, which requires them to always act in the best interest of their clients. Additionally, their advisors have clean regulatory records with no disciplinary actions taken against them.