TRANSPARENT CHARGES

Visible fees. Putting you first.

Brite Advisors believe in putting your interest first which is why we list exactly what we charge.​ ​​

Trust is built on an honest and transparent relationship between client and advisor so we disclose in full our fees and how advisors are remunerated.

This not only improves the duty of care to clients it also improves the quality of investments and fosters investor confidence.

Our fees save you money so, importantly, over time more of your money is reinvested each year. This is known as ‘compounding’ and can have a significant impact on the value of your final pension assets.

Enhanced value

Brite Advisors' Fees​

  • Advisory Fee: 0.5% per annum
  • Asset Management Fee: 0.5% per annum.
  • Defined Benefit Fee: £1,750. (DB Pensions only)

For Australian transfers to SMSF schemes only the following additional charges apply:

  • Set up fee: 1,950 AUD
  • Annual fee: 1,950 AUD

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.

Our fees are paid within the transfer and investment arrangement so there is no need for you to send us any payment.

There is also a very small annual deduction for trading costs of around 0.15%. Annual fees relate to the value of the investment fund.

In some cases, your current pension provider might have imposed exit fees that would 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 spread the costs over 10 years to minimise the impact that you might have incurred with your existing provider.

UK pension leadership

Brite Advisors re-defined UK pensions for expats when they launched in 2016. Today, Brite Advisors leads the world in UK pension innovation with our low-cost investment platform and end to end solution. The Brite Advisors platform provides a seamless experience with the mission of maximising pension assets.  Brite Advisors is a global company with offices and teams around the world dedicated to providing a financial planning experience like no other. For international SIPPs, QROPS or Direct Investing it’s your easiest investment decision.

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