wiseradvisor

John Borger
Royal American Financial Advisors, LLC

Tel: (951) 679-2065
27192 Newport Rd., Suite 4
Menifee, CA 92584

Dedicated To Your Peace of Mind

Royal American Financial Advisors, LLC | Financial Advisor in Menifee ,CA


About Royal American Financial Advisors, LLC

Royal American Financial Advisors is a fee only fiduciary advisor. In keeping your best interests in mind, we will not accept any commissions, fees, or incentives from any third parties or financial institutions. We have made a commitment to only accept compensation directly from our clients. By making this commitment to not accept compensation from third parties, we eliminate potential conflicts, so you can have confidence we are making decisions in your best interest.


General Information

Firm Start Year:   1999
No.of Employees:   5-9
Name of Custodial Firm:   TD Ameritrade or Charles Schwab
Number of Years with Current Firm:   19
Work Experience:   Resume available on website: http://www.myinvestmentcoach.com/johnborger


Services

Investment Types:   Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Annuities, Insurance, Real Estate, Stocks
I can meet clients in the following ways:   Via email, Via phone, At your office, At your home, At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life, Variable Annuity, Long Term Care, Annuity, Life

Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Compensation Methods:   Hourly, Based on Assets, Flat Fee
Fee % Based on Assets:   1.0
Flat Fee Rate:   $2,500
Additional Details on Charges:   Flat Fee Structure: $1,000,001 to $3,000.000 ~ $2,500 per quarter flat fee $3,000,001+ shall have negotiated flat-fees

Managed Fee Based Assets 1.00% Transaction fees and/or other fees charged by custodian are in addition to advisory fees.



Faqs

  • Do you have a customer satisfaction or refund policy? No long term contracts. Advisory agreement can be cancelled at anytime by either party.
  • What are your qualifications? What is your education background? Certified Financial Planner and Registered Investment Advisor. For complete information, resume' and qualifications visit www.myinvestmentcoach.com. Our current form ADV is in the footer.
  • How are you compensated? How will I pay for your services? Royal American Financial Advisors is a fee only fiduciary advisor. In keeping your best interests in mind, we will not accept any commissions, fees, or incentives from any third parties or financial institutions. Our compensation is not effected by financial products or incentives. We have made a commitment to only accept compensation directly from our clients. By making this commitment to not accept compensation from third parties, we eliminate potential conflicts, so you can have confidence we are making decisions in your best interest.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? No, however, investment discretion is limited to the advisory agreement and investment policy statement.
  • How much risk should I be willing to take? Each client is different, from conservative, to moderate, to aggressive. It is our goal to help select the risk allocation that is right for you.
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John Borger

John Borger

Life & Health; Long Term Care; Specify below, CFP™

John believes that security comes from keeping his clients informed. In addition to reducing risk and optimizing performance, John has made his lifelong goal to help his clients prevent costly financial mistakes. John believes selecting quality investments and preventing unnecessary risks & losses is the mark of a good advisor. John and the other founders of Royal American want the focus to be on the client. They believe that if the focus is on the client by providing the best possible financial products and service available, the bottom line will take care of itself. John has chosen to work with a limited number of select clients to accomplish his goal of excellent service for his clients and to spend more quality family time with Cara, Tyler and Trevor.

Royal American Financial Advisors is a fee only fiduciary advisor. In keeping your best interests in mind, we will not accept any commissions, fees, or incentives from any third parties or financial institutions. We have made a commitment to only accept compensation directly from our clients. By making this commitment to not accept compensation from third parties, we eliminate potential conflicts, so you can have confidence we are making decisions in your best interest.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Not Provided

News & Events


Investor Coaching Events
When: Monthly | By: Royal American Financial Advisors, LLC
Location: The Conference Center
Details:We conduct monthly investor coaching classes specifically for our investors. While these are not public events, we welcome first time guests to meet us and our clients. We have some fun and learn at the same time. You will be glad you came.