wiseradvisor

John Borger, CFP", CFP®
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
Gender:   Male
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
Advisory Services Provided:   Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Tax Advice and Services, 401K Rollovers, Retirement Planning, Portfolio Management, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning


Services

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


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Variable Life, Long Term Care, Variable 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:   Flat Fee, Hourly, Based on Assets
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.
  • Why should I choose you as my financial advisor? 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 many clients do you currently manage? 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.
  • Will you be the only person working with me? 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

CFP", 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.

My Services

Annuities

No commission annuities = better return potential for investors. We search for the best rates and terms.

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.