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Updated September 28, 2026. Quick answer: Univest Wealth Management (Girard) discloses a tiered schedule starting at 1.00% in its Form ADV Part 2A (July 30, 2026). Converted to dollars, that runs $5,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A (July 30, 2026): “Advisor’s fees for investment advisory services are generally charged based on a percentage of assets under management. Fees are payable when services are rendered. Fees are calculated based on 1.00% on the first $2,000,000.00, 0.75% on the next $3,000,000.00 and 0.50% on assets exceeding $5,000,000.00.”
Note: CRD 39163 is ACTIVE and SEC registered per a live IAPD lookup performed this session (isSECRegistered: Y, iaScope: ACTIVE). The firm’s current registered legal name is Girard Advisory Services, LLC, doing business as Univest Wealth Management and Girard, a Univest Wealth Division; IAPD’s own filer record still carries a legacy corporate name, Girard Partners Ltd., attached to the same CRD from before the 2019 rename. Girard’s own brochure states total assets under management of $3,181,086,908 (comprising $2,349,345,367 discretionary and $831,741,541 non-discretionary) as of December 31, 2025. The priced schedule is Girard’s core Investment Advisory Fees program for individual and family wealth management clients, distinct from its separate Retirement Plan Investment Advice and Consulting program for plan sponsors.
- First $2,000,000: 1.00%
- Next $3,000,000: 0.75%
- Assets exceeding $5,000,000: 0.50%
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $2,500 | 1.00% |
| $500,000 | $5,000 | 1.00% |
| $1,000,000 | $10,000 | 1.00% |
| $2,000,000 | $20,000 | 1.00% |
At $250,000 and $500,000 the schedule prices entirely within the first bracket at one percent a year, for $2,500 and $5,000; at $1,000,000 and $2,000,000 the balance still falls within the first $2,000,000 bracket, so the rate stays at one percent throughout, running to $10,000 and $20,000. No minimum fee is disclosed for this schedule, so none is applied as a floor.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Univest Wealth Management (Girard)’s own published rate runs $5,000 a year.
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- Form ADV Part 2A (July 30, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053782
- SEC Investment Adviser Public Disclosure, Girard Advisory Services, LLC (CRD #39163): https://adviserinfo.sec.gov/firm/summary/39163
- Girard Advisory Services, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/39163/PDF/39163.pdf
Methodology. This page was built September 28, 2026, drawing on Univest Wealth Management (Girard)’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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