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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


No.of Employees




Firm CRD#


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:


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


Registered Investment Advisor


Registered Representative


Investment Advisor Representative


I am an acknowledged fiduciary


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


Flat Fee Rate


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.