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 Advisors 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 Advisors 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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Where to find us
12 East 49th Street, 11th Floor, New York NY 10017, 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.