Simple transparent pricing
Say goodbye to hidden fees when you self-direct with IRA Financial. No asset value fees, transaction fees, asset purchase fees, or research fees.
Self-Directed IRA
$75 quarterly ($300 total)
Our new simplified flat fee for 2021 for all IRA types.
Included Services
- Document Notarization
- Deposit Verification Letter
- Overdraft Forgiveness
- Statement Correction
- Corrected 1099R/5498
- Paper Statements / Invoice
- Roth Conversion / Recharacterization*
- Unlimited Asset Purchases*
- LLC Operating Agreement Amendments*
- Online and paper statements*
- Stop Payment / Returned Check*
- Asset Processing*
- Research*
- Distribution / Contribution Correction (LLC)*
Items marked with a * are additional services we now provide with our new flat fee.
Included Services
- Document Notarization
- Deposit Verification Letter
- Overdraft Forgiveness
- Statement Correction
- Paper Statements / Invoice
- Roth Conversion / Recharacterization
- Stop Payment / Returned Check
- Research
- Distribution / Contribution Correction (LLC)
Miscellaneous Fees
These are automatically deducted from your account at the time of the transaction.
| Check Writing Fee — Regular Mail / Priority Mail / Overnight | $15 / $22 / $35 |
| Incoming Wire | $15 |
| Outgoing — Domestic/International Wire | $25 / $45 |
| Expedited Processing — STANDARD (within 48 hours) | $75 per transaction |
| Expedited Processing — PREMIUM (24 hours or less if possible) | $200 per transaction |
| Account Termination for IRAs (in addition to any transactions and/or service fees that may apply) | $200 |