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 Financial Planning & Coaching, 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
Genesis Capital Management offers two investment strategies:
- Balanced Investment Strategy: Charges 0.25% quarterly (1% annually) based on the average value of your account.
- Alternative Investment Strategy: Charges 20% of the profits above a 6% annual hurdle rate. This fee only applies to investors meeting specific suitability requirements under Maryland law (at least $500,000 managed by Genesis or a net worth exceeding $1,000,000).
Location
Ellicott City, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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