Genesis Capital Management offers investment advice through two managed account programs: a Balanced Investment Strategy and an Alternative Investment Strategy. They also provide financial planning services, including asset allocation advice. The firm is owned and managed by Zhi Wang, who makes all investment and trading decisions. Mr. Wang also holds insurance licenses and may offer insurance products, which presents a conflict of interest.
Assets Under Management$1.5M
Clients30
Advisors1
Avg. per Client$50K
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:$10K
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).
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