John Borger

Royal American Financial Advisors, LLC

27192 Newport Rd., Suite 4

Menifee, CA 92584
(951) 6792065

Dedicated To Your Peace of Mind

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

CRD#

2310995

Firm CRD#

111192

Name of Custodial Firm

TD Ameritrade or Charles Schwab

Years of Experience in Financial Services

Number of Years with Current Firm

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

Compliance

Registered Investment Advisor

Yes

Registered Representative

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

Qualifications & Membership

Certifications, Accreditations & Designations

Insurance License (Life & Health; Long Term Care; Specify below), CFP™

Securities Licenses

Series 63, Series 7, Series 24, Series 65

Insurance and Annuity Licenses

Variable Life, Variable Annuity, Long Term Care, Annuity, Life

Compensation and Fees

Fee Structure

Fee Only

Compensation Methods

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.

Disclosures

http://www.myinvestmentcoach.com/disclosures.html

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