Broker Check


Aspire, Institutional Intelligent Portfolios™

Insight Private Advisors is proud to offer Aspire, an automated investment management solution sponsored by Schwab Wealth Investment Advisory, Inc. (SWIA).

Program Overview:

  • Low cost, academic based portfolio of Exchange Traded Funds
  • 0.25% Advisory Fee (assessed monthly)
  • ZERO trading or rebalancing costs
  • $5,000 required account minimum to begin investing (less than $5,000 allows only contributions)
  • Online account management via website or mobile app
  • Paperless account set-up and management
Institutional Intelligent Portfolios™ PROGRAM KEY: CY86 GET STARTED