We charge one low and transparent annual fee for managing your pension. We will never hide charges from you.
Our 1% annual fee could save you thousands of dollars in charges over the lifetime of your pension which can be reinvested, further boosting returns ready for retirement.
High quality investing combined with low fees
Investing with Brite Advisors means we keep your costs to a minimum and don’t charge for making withdrawals when you are retirement age.
A low 1% annual fee
Our Transparent fees in detail
- Advisory and Asset Management Fee: 1% per annum.
- Defined Benefit report charge: £1,750 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.
We don’t charge any extra for trustee fees, pension administration or trading commissions. Furthermore, when it comes to withdrawing from your retirement pot we don’t charge any drawdown fees.
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 that costs over 10 years 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
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.