OUR TRANSPARENT FEES

Transparent Charges

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 this is typically 0.10% to 0.25% depending on provider.

 

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.

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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

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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.

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