National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

John Borger

Royal American Financial Advisors, LLC

27192 Newport Rd., Suite 4

Menifee, CA 92584

951-679-2065

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

23

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

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

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CFP"

Securities Licenses

Series 65, Series 63, Series 24, Series 7

Insurance and Annuity Licenses

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

Compensation and Fees

Fee Structure

Fee Only

Compensation Methods

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.

Disclosures

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