Our Transparent charges
Transparent charges
We charge one low and transparent annual fee for managing your pension or investments. We will never hide charges from you.
Our 1% annual fee could save you a significant amount of money in charges over the lifetime of your pension or investments. Money saved is invested further boosting your returns.
High quality investing combined with low fees
Investing with Brite USA means we keep your costs to a minimum. We will not charge you when you elect to make withdrawals.
The Brite Platform – fees in detail
- Advisory Fee of 1% per annum.
- Pension Trustee charges range from around $400 to $700 per annum depending on provider
- Defined Benefit report charge: £1,950 per scheme (one-off
- SIPP Account set-up fee: one-off charge depending on fund size, ranging from £2,500 to £25,000. Deducted from the asset value within the transfer arrangement.
There is an additional annual fund cost, using Exchange Traded Funds ranging from 0.07% to 0.20%*.
We’ll automatically deduct 1% from your pension so there is no need to send us any payment. Annual fees relate to the value of the investment fund.
In some cases, your existing pension solution provider might have imposed exit fees that might prevent you from moving your savings to a better solution. Brite will advance the surrender costs protecting the value of your current portfolio and spreading those costs over an agreed time period to minimise the impact that you might have incurred with your existing provider.
*The total expense ratios of the portfolios range on average from 0.07% to 0.20. The maximum total expense ratio of any underlying holding within the portfolios is 0.64% on GBP, and 0.45% on USD, however the weighted total expense ratios of the entire portfolio will not exceed 0.20%.
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