Haleakala Investment Advisors is an investment advisory firm founded in 2003 and wholly owned by Mark Gilreath, operating out of Los Angeles, California. The firm specializes in arbitrage consulting, guiding clients through direct stock purchase plans and dividend reinvestment plans that offer approved waiver exceptions and potential stock discounts. Haleakala Investment Advisors acts in the best interest of its clients and serves accredited and institutional investors who meet specific wealth requirements. The firm tailors its advice to individual client needs and allows clients to place reasonable restrictions on their investments. Haleakala Investment Advisors does not manage investment portfolios on an ongoing basis or exercise authority to make trades without asking first, focusing instead on project-based arbitrage consulting and performance-based compensation structures.
Fee Structure
- Arbitrage consulting and transaction guidance — Fees are based on the scope and complexity of the engagement, typically structured as a performance-based fee of up to 20 percent of net profits achieved on the specific arbitrage transaction. The firm may require an initial retainer of up to $500 if services cannot be completed within six months.