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Featured Business Financial Advisor in Menifee, CA
Menifee Financial Advisors
Royal American Financial Advisors, LLC
27192 Newport Rd., Suite 4
Menifee, CA 92584
(951) 679-2065
“Dedicated To Your Peace of Mind”
Advisor Profile
John Borger
Name:  John Borger
Phone Number:  (951) 679-2065
Website:  Visit Website
Disclosure Link:
http://www.myinvestmentcoach...
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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

CRD#:    2310995
Years of Experience in Financial Services:    23
Number of Years with Current Firm:    19
States Willing to do Business in:    Not Provided
Firm CRD#:    111192
Name of Custodial Firm:    TD Ameritrade or Charles Schwab
Work Experience:    Resume available on website: http://www.myinvestmentcoach.com/johnborger
Gender:    Male
 

Education

Academic Background
 
Business & General Education - Fullerton College (1979-1981)
Business & Finance - Riverside Community College (1981-1982)
American College (Certified Financial Planner curriculum completed) 1999-2004
 

Services

Investment Types:    Real Estate, Insurance, Annuities, Exchange Traded Funds (ETFs), Bonds, Mutual Funds, 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, Life, Annuity
Securities Licenses:    Series 65, Series 63, Series 24, Series 7
Certifications, Accreditations & Designations:    Insurance License (Life & Health; Long Term Care; Specify below), CFP™
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Fee % Based on Assets:    1.0
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.
Compensation Methods:    Based on Assets, Flat Fee, Hourly
Fee Structure:    Fee Only
Flat Fee Rate:    $2,500
 
 
 

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