Zhi Wang is a CFA-designated registered investment advisor at Genesis Capital Management, LLC, based in Ellicott City, MD, with 12 years of industry experience. Zhi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Retirement Planning. Their firm serves 30 clients with $1.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Rate applies to the Balanced Investment Strategy (1% annually, paid quarterly as 0.25%). The Alternative Investment Strategy charges no management fee but assesses a 20% performance fee on profits exceeding 6% annually for clients meeting specific wealth requirements.
Fee Estimator
Location
Ellicott City, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Zhi works as a sale support manager at OneMain Financial, providing personalized loan solutions. This role involves statistical analysis of branch operation metrics and takes up a full-time commitment.
Employment History
Current Registrations
Genesis Capital Management, LLC
Previous Registrations
Transamerica Financial Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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