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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

John believes that security comes from keeping his clients informed. In addition to reducing risk and optimizing performance, John has made his life long 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 links our success to the success of our clients. Our clients interest always comes first. We have the ability to be objective about investments that suit our clients needs, style & goals.
 

General Information

Gender:    Male
CRD#:    2310995
Firm CRD#:    111192
Insurance License#:    0B08460
Name of Custodial Firm:    TD Ameritrade or Charles Schwab
States Licensed in:    CA
Years of Experience in Financial Services:    21
Number of Years with Current Firm:    17
Work Experience:    Resume available on website:
http://www.myinvestmentcoach.com/johnborger
I work with the following types of clients:    Individual Investors
 

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:    Exchange Traded Funds (ETFs), Annuities, Insurance, Real Estate, Bonds, Stocks, Mutual Funds
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Insurance License (Life & Health; Long Term Care; Specify below)
Securities Licenses:    Series 63, Series 7, Series 24, Series 65
Insurance and Annuity Licenses:    Variable Annuity, Long Term Care, Annuity, Life, Variable 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 & Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $50,000.00
Compensation Methods:    Based on Assets, Flat Fee, Hourly
Fee % Based on Assets:    1.0
Hourly Rate:    $300
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.
 
 
 
Prepared By: John Borger

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