By Scott Ronalds

We want to thank all our clients for helping us reach an important milestone this month, $500 million in assets under management. We appreciate your trust and confidence in Steadyhand, and your enthusiasm in spreading the word - you’re the best.

There are many numbers we look at when analyzing our business, including demographic figures, average portfolio size, number of funds held per account, and the average fee paid per client (all our clients get "employee pricing," all the time). We're always open about our business and thought our investors might find interesting a look inside our client base at half a billion. View PDF.