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. |
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.
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Mon. | 9:00 AM - 5:00 PM |
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Tue. | 9:00 AM - 5:00 PM |
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Wed. | 9:00 AM - 5:00 PM |
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Thu. | 9:00 AM - 5:00 PM |
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Fri. | 9:00 AM - 5:00 PM |
| Not Provided |
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.