Redefine Financial offers investment management through SEI Investments Management Corp, financial planning, and consulting services. They also provide services to qualified retirement plans, acting as either a limited scope ERISA 3(21) fiduciary or an ERISA 3(38) investment manager. Robert Padilla Jr., the owner, is also a licensed insurance agent and consultant, which may present conflicts of interest.
Assets Under Management$27M
Clients81
Advisors1
Avg. per Client$340K
Avg. per Advisor$27M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
The annual fee may be negotiable. Redefine Financial also utilizes SEI Investments Management Corp (SIMC) for managed account solutions and mutual fund models, which have their own fee structures. SIMC’s advisory fee schedule for MAS range from .10% to 1.25%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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