Anne Tahim
Anne Tahim is a registered investment advisor at Capstone Wealth Management, INC, based in Santa Ana, CA, with 18 years of industry experience. Anne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 160 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capstone Wealth Management charges a percentage of your portfolio value each year for investment management. The annual fee ranges from 0.75% to 2.75%, billed quarterly. This fee may be negotiable depending on your circumstances. Family accounts may be combined to potentially qualify for lower rates.
Location
901 W. Civic Center Dr., Suite 160, Santa Ana, CA, 92703
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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 ActivitiesSells Insurance
Anne is the president of Tahim and Associates, APC, providing CPA services and spending nearly full-time hours per week. She is also the president of Resource Management Consultants, Inc., offering life, health, annuity, and insurance services, dedicating a few hours per week.
Employment History
Current Registrations
Capstone Wealth Management, INC
Previous Registrations
Axxcess Wealth Management, LLC
Capstone Wealth Management, INC
Arque Capital, LTD.
Nms Capital Asset Management, INC.
Ing Financial Partners, INC
H.M. Barth & Company, LLC
LPL Financial Corporation
AXA Advisors, LLC
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.