To Our Valued Clients:
Due to circumstances related to the current or potential effects of COVID-19, the U.S. Securities Exchange Commission (“SEC”) has issued an order extending the due date for delivery of Form ADV Part 2 Brochures (Investment Advisers Act Release No. 5469; March 25, 2020). Brite USA is relying on this SEC order with respect to delivery of its Brochure. The delay affects only clients who do not receive electronic delivery. The current version of this Brochure is available at: link to ADV
Brighter is better...
Get the most out of your UK pension and investments
We aim to maximise your assets by acting in your best interests. That means cutting out the middlemen and high charges and being completely transparent.
We help expats with their financial plans and we’ll only recommend you switch to us if we believe it’s the right thing for you.
Lower Fees. No Hidden Fees.
Most offshore financial advisers pass charges to clients from third parties, often not clearly disclosed.
Hidden costs can reduce your returns. Brite Advisors never hide charges and do not receive commissions or payments from any other firm.
We don’t charge any extra for trustee fees, pension administration or trading commissions or for drawing down your pension.
Our fee* is 1% per annum, plus a small annual fund cost of around 0.15%. No more.
* If entering the Brite platform with a UK pension there is a one-off SIPP account set-up charge, ranging from £2,500 to £25,000 depending on fund size, deducted from the asset value within the transfer arrangement.
Get started with a free financial review
Want to be sure your UK pension plans are the best for you? Let us review your existing costs and how your portfolio is performing.
Tell us about you, your circumstances and objectives and we’ll create a reduced fee plan that helps boost your returns.
Retirement planning built around you
We focus on security, growth and investment solutions tailored exactly to your needs, as we know that one size doesn’t fit all.
We’ll build you a diversified portfolio that aims to maximise your returns while keeping you in your risk comfort zone.
REQUEST A CALL BACK
Do you have questions about how Brite Advisors can help you? Please complete the form and we’ll get in touch shortly.
Where to find us
115 Broadway, 5th Floor, New York, NY 10006, United States of America.
Tel: +1 646 891 5990.
800 Town & Country Blvd, Office 552, Houston, TX 77024, USA.
Tel: +1 347 471 7519
Brite Advisors USA, Inc. is a Registered Investment Adviser with the United States Securities and Exchange Commission: File Number: 801-78041. Such registration does not imply any level of skill or training.
There is no guarantee of the future performance of financial products regardless of previous performance.
IRS Circular 230 Disclosure: Pursuant to requirements imposed by the Internal Revenue Service, any references to tax contained on this Website (including any attachments) is not intended to be used, and cannot be used, for purposes of avoiding tax penalties imposed that may be imposed on any taxpayer.