SkyOne Investment Services
Digital investing, with a real advisor behind it
Answer a few questions and get a diversified portfolio matched to your goals and comfort with risk — plus a financial advisor you can talk to whenever you need. All with Investpath through AdviceWorks.
How it works
Three steps to your first portfolio
1
Tell us about yourself
Fill out the short form below. Our wealth advisor personally sets up every new account.
2
Watch for your invitation
Within 1 business day, you'll receive an email from AdviceWorks — our secure investment platform — with a link to complete your setup.
3
Complete setup and fund
Answer a few questions about your goals and risk comfort, get your matched portfolio, and fund your account.
Why Choose InvestPath
Independence when you want it. Guidance when you need it.
Easy
Pick how much to invest, answer a few questions, and let InvestPath personalize a portfolio that will be actively monitored and rebalanced.
Guided
Connect with a dedicated financial advisor to ask questions, get advice, and adapt as your needs and goals change.
Automated
Schedule recurring deposits from your accounts and access investments with 24/7 convenience on your favorite device.
Low Cost
Enjoy a diversified selection of inexpensive investment choices, and more—with just a $5,000 minimum opening investment and 1.00% annual fee, based on balance.
A small-account fee applies to balances under $10,000, and IRAs carry an annual maintenance fee.
Get Started
Request your account
Share your contact info and our wealth advisor will set up your invitation — no obligation, no cost to ask questions.
What happens after you submit
- Step 1 - Complete the "Request your Account" form. You will receive an email with instructions to enroll in AdviceWorks® and create your username and password.
- Step 2 - Once you've received your enrollment email, go online and make sure you're enrolled in AdviceWorks® and have set up your username and password.
- Step 3 - After logging into the AdviceWorks portal, click "Learn More" on the InvestPath banner or select "Get Started."
- Step 4 - You'll be guided through the steps to open your account and choose a portfolio that suits your goals. Then click "Finish."
Please have account information (checking or savings account number and routing number) available when you open your account.
Your account will be opened immediately; funding new accounts may take up to 72 hours.
Asset allocation, which is driven by complex mathematical models, cannot eliminate the risk of fluctuating prices and uncertain returns. Asset allocation should not be confused with the much simpler concept of diversification. Re-balancing may be a taxable event. Before you take anyspecific action be sure to consult with your tax professional.
A diversified portfolio does not assure a profit or protect against loss in a declining market.
Before investing in ETFs and mutual funds, investors should carefully consider a fund’s investment objectives, risks, charges and expenses. Fund prospectuses contain this and other information and may be obtained by asking your financial professional. Read prospectuses carefully before investing.
SkyOne Wealth Management is a marketing name of Cetera Investment Services. Securities and insurance products offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance
Agency LLC), member FINRA/SIPC. Investment advisory services offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investments are offered.
Investments: • Are not FDIC/NCUSIF insured • May lose value • Are not financial institution guaranteed • Are not a deposit • Are not insured
by any federal government agency.
Cetera Investment Services- 400 1st Street South, Suite 300, St. Cloud, MN 56301 - (310) 491-7500
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Learn more about our firm's background and Investment Professionals on Finra BrokerCheck