ROI Calculator

Model your expected return on investment. Adjust the inputs below to see how Compound Scale can impact your practice based on your specific numbers.

Monthly Ad Spend ($)

Cost Per Lead ($)

Close Rate (%)

Avg Client AUM ($)

Advisory Fee Rate (%)

Service fee of $2,000/mo (Founders Plan) is included in cost calculations.

Leads / Month

New Clients / Month

New Clients / Year

$200

Cost Per Appointment

$150K

Est. Annual Revenue

2.5x

Return on Investment

Total monthly cost: $5K ($2K service + $3K ads). Annual cost: $60K. Annual revenue estimate: $150K.

Results vary by month and market conditions. This calculator provides estimates only.