Invest in Mid Atlantic Fund with your retirement account
You have chosen your investment. IRA Financial is the account that holds it. Open a self-directed account, move your retirement funds in, and send them straight to Mid Atlantic Fund. One flat fee. No asset-based charges.
$495
Annually. $0 asset-based fees
$8B+
Assets Under Administration
27,000+
Active Accounts
97%
Client Retention Rate
Why IRA Financial?
A flat fee, not a cut of your investment
Many self-directed custodians charge asset-based fees that grow as your investment grows. IRA Financial charges a flat $495 a year, so more of your position stays invested in the fund.
Send money straight to the fund
Wire directly to Mid Atlantic Fund from your account through Transact. No forms to mail, and no custodian queue between you and the investment.
The paperwork and compliance, handled
From account setup to the private placement documents and IRS filings, a dedicated team manages the operational work. You focus on the investment.
Fund the deal, not the paperwork
Once your account is funded, sending capital to Mid Atlantic Fund takes a few clicks. Direct your investment through Transact, track its status, and see it alongside anything else you hold. No mailed forms. No third-party routing.
The cost of holding a fund adds up
A fund investment is often held for years. A custodian’s asset-based fee grows every year you hold it. A flat fee does not. Here is how the two structures compare.
IRA Financial | Typical self-directed custodian | |
Setup fee | ||
Annual fee | ||
Asset-based holding fee | ||
Sending funds to your investment | ||
Compliance and IRA filings | ||
Hol a fund, stocks, and crypto together |
Three steps. No waiting.
From this page to a funded Mid Atlantic Fund investment. Roll over or transfer your retirement funds, then direct them to the fund. No lockup periods.
01
Open your account
Choose your account type and apply online in minutes. A specialist can help you pick the right structure for a fund investment.
02
Fund your account
Roll over a 401(k) or transfer an existing IRA, or make a new contribution. IRA Financial coordinates the move with your current provider.
03
Send it to the fund
Direct your capital to Mid Atlantic Fund through Transact once your account is funded.
Ready to start?
Open your account in 10 minutes.
One flat fee for as long as you hold
Mid Atlantic Fund is an income investment you may hold for years. A custodian’s asset-based fee would grow every year you hold it. IRA Financial charges a flat $495 a year, with no setup fee, no transaction fees, and nothing tied to what your investment is worth. Use promo code MIDATLANTIC and save $100 on your first annual fee.
Self-Directed IRA
$495 $395
/ first year
Promo: MIDATLANTIC
$100 OFF- $0 account setup fee
- $0 transaction fees
- $0 asset valuation fees
- $0 Roth conversion fees
- Annual IRS compliance review
- Unlimited asset purchases
- Multi-member discount pricing
Questions investors ask
Most self-directed accounts qualify, including Traditional, Roth, SEP, and SIMPLE IRAs, along with Solo 401(k) and Checkbook IRA structures. A specialist can confirm the right fit for a fund investment.
Roll over a former employer plan, transfer an existing IRA, or make a new contribution. IRA Financial coordinates the move with your current provider.
Opening an account takes minutes. Funding timelines depend on your current provider and the method you choose. Once funded, you can direct your investment through Transact.
Mid Atlantic Fund sets its own investor requirements, including any accreditation criteria. IRA Financial provides the account. The fund determines who is eligible to invest.
A flat $495 per year, with no setup fees, transaction fees, or asset-based charges. See the full fee schedule for current pricing.
No. IRA Financial is a self-directed retirement account provider. We do not evaluate, endorse, or recommend Mid Atlantic Fund or any other investment. You direct your own decisions.
Ready to fund your Mid Atlantic Fund investment?
Open your account, move your retirement funds in, and direct them to the fund. A specialist can walk you through it.
#1 IRS Audit Protection
Flat Rate, No Hidden Fees
Expert Live Support
Total Investment Freedom