Genesis Capital Management is a registered investment advisor based in Ellicott City, Maryland, founded and led by Zhi Wang. The firm provides investment advisory services through two main actively managed account programs: a balanced investment strategy utilizing stocks, options, exchange-traded funds, and mutual funds, and an alternative investment strategy focusing heavily on stock options using valuation models like Black-Scholes and discounted cash flow analysis. In addition to portfolio management, Genesis Capital Management offers financial planning services, including asset allocation consultation, retirement plan evaluations, and investment reviews. The firm can tailor its strategies to meet individual client needs and permits reasonable investment restrictions. Genesis Capital Management serves individuals, businesses, and institutional clients, with specific account minimums and suitability requirements for certain strategies.
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.