Viera Wealth
Wealth Management for the Space Coast and Beyond
Our goal is to protect and grow your investment portfolio based on your needs and risk tolerances. Because our annualized fee rates are only 0.25% to 0.60% (depending upon your investment strategy), you may do better with us than with higher fee advisors. We sell nothing; we are paid for service only. Yes, we are fiduciaries. Learn more about our investment strategies below.
Investment Strategies
We cater to retirees who want to protect their wealth and professionals with long-term growth goals.
All services are provided by Bionic Capital LLC, a Florida-registered investment advisor.
Treasuries-only
Treasuries-only portfolios are designed for investors who need monthly cash returns with ultra-low price volatility. Currently targeting 3% cash returns with treasuries of less than 5-year maturities. The annual fee rate is 0.25% with a $1,000,000 minimum.
Balanced ETF
Designed to meet long-term investing goals, we offer diversified ETF portfolios from BlackRock, JPMorgan, State Street, WisdomTree, and many others. Allocations are tailored to client needs and risk tolerances. The annual fee rate is 0.50% with a household minimum of $200,000.
Cash-flow
Cash-flow portfolios target 4.5% interest and dividend cash returns in a mixture of treasuries, stocks, bonds, ETFs, mutual funds, and other securities. Designed for those with monthly cash needs who can tolerate market volatility. The annual fee rate is 0.60% with a $500,000 minimum.
Our Mission Is to Protect and Grow Your Investments
Walk with us. We’ll guide you to your future.
Phone
321-574-8052
dean@bioniccapital.com
Viera Wealth
All services are provided by Bionic Capital LLC, a Florida-registered investment advisor. Learn more by clicking here.