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Updated September 28, 2026. Quick answer: $350,000 for wealth management. Univest Wealth Management (Girard)’s own Form ADV Part 2A brochure states this figure directly, though the firm reserves some discretion to adjust it. At that minimum, Univest Wealth Management (Girard)’s own published fee schedule works out to $3,500 a year.
The minimum, in the firm’s own words
“The Company currently has a minimum investment requirement of $350,000.00 for wealth management clients but may waive this based on circumstances such as planned additions or if services are provided through Advisor’s mutual fund and/or exchanged traded fund only investment management solution.”
On waivability: “The Company currently has a minimum investment requirement of $350,000.00 for wealth management clients but may waive this based on circumstances such as planned additions or if services are provided through Advisor’s mutual fund and/or exchanged traded fund only investment management solution.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| wealth management | $350,000 | $3,500 | Partially, at the firm’s discretion |
| Source: Form ADV Part 2A, July 30, 2026 | |||
Univest Wealth Management (Girard)’s own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $2,500 |
| $500,000 | $5,000 |
| $1,000,000 | $10,000 |
| $2,000,000 | $20,000 |
What else to know
Girard, Univest Wealth Management’s advisory brand, offers a narrower mutual-fund/ETF-only investment management solution, designed for clients who do not meet the traditional wealth-management minimum, with its own lower minimum account size of $50,000.
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Univest Wealth Management (Girard)’s own Form ADV Part 2A (July 30, 2026) works out to $5,000 a year under its published fee schedule.
Other firms’ minimum investments
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Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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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, quoting directly from Univest Wealth Management (Girard)’s own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction 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, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.