Jo Thibault
Jo Thibault is a registered investment advisor at Esi Financial Advisors, based in Colchester, VT, with 18 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 12,116 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ESI Financial Advisors offers investment management through various programs. Fees vary depending on the program chosen and can include platform fees, strategist fees, and service fees.
ESI Illuminations programs charge a platform fee between 0.26% and 0.45% annually, plus strategist fees (0.02%-1.00%) and EFA's service fee (0-2.00%).
American Funds and Schwab Retirement Advisor Services have tiered fees, up to 1.00% annually on the first $1M, decreasing to 0.35% on amounts over $10M.
AssetMark fees are negotiated with the advisor, not to exceed 1.5% annually.
SEI fees are also negotiated, not to exceed 1.75% annually, plus a 0.05% administrative fee.
Location
457 Mill Pond Road, Colchester, VT, 05446
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jo owns a farm stand, works as an insurance agent for multiple companies selling various insurance products, owns apartment houses, and is associated with The Vermont Agency. She also operates under the DBA Jo Ann Thibault & Assoc. for insurance sales and refers clients to Strategies for College, while also serving as a trustee for her brother's trust.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
State Registrations8 states
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